# Karl Lehman

> Karl Lehman is a fee-only financial advisor at PSI Capital Management in Lancaster, Pennsylvania. PSI Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/karl-lehman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PSI Capital Management
- **Based in:** Lancaster, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $384.8M across 1,414 accounts
- **CRD:** 4619999 (https://adviserinfo.sec.gov/individual/summary/4619999)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (1999)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.visitpsionline.com/

## Frequently asked questions

### Is Karl Lehman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karl holds no broker registration, and PSI Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Karl charge for financial advice?

Karl's firm, PSI Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Karl Lehman based?

Karl Lehman is based in Lancaster, Pennsylvania.

### Is Karl Lehman registered with the SEC?

Yes. Karl Lehman is registered as an investment adviser representative in PA (CRD 4619999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PSI Capital Management manage?

PSI Capital Management reports $384.8M across 1,414 accounts in assets under management.

### How do I contact Karl Lehman?

Through Karl's website, www.visitpsionline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4619999): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.