Karl Lehman
PSI Capital Management · Lancaster, Pennsylvania
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.
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Facts
| Firm | PSI Capital Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.8M across 1,414 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4619999 |
| Exams passed | Series 65 (1999) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.visitpsionline.com |
How Karl's firm compares
- PSI Capital Management's average account is about $272,000, from its Form ADV (assets managed divided by 1,414 accounts).
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Questions about Karl
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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