Thomas
Houck
Psi Capital Management
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About this Advisor
Thomas Houck is a financial advisor working out of Hanover, Pennsylvania with 5 years of relevant experience. Houck currently works for Psi Capital Management. Their career trajectory has included roles at Pilot Capital Management, Inc, Main Street Advisors, LLC, Psi Capital Management and Rager, Lehman & Houck, P.C. Houck has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Pennsylvania. Psi Capital Management is a registered investment company that has its headquarters in Lancaster, PA. The investment advisory business has offices in five locations and a total of 12 advisors. It handles $243 million in assets under management between its 1,206 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 1,206 client accounts, 25% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually are based on which services are offered. However, fees billed by Psi Capital Management can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Psi Capital Management Brokerage Details
$242,653,310
12
1,206
$201,205
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Thomas Houck Work History
Thomas has been registered as a financial advisor for 5 years.*
Psi Capital Management
Rager, Lehman & Houck, P.C
Pilot Capital Management, Inc
Main Street Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Houck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Psi Capital Management
Lancaster, PA
Lancaster, PA
Harrisburg, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Hanover, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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