Data / Investment advisers / Florida / Professional Advisory Services Inc
Professional Advisory Services Inc, Vero Beach, FL: $1.3 billion AUM, SEC registered investment adviser
Professional Advisory Services Inc is an SEC registered investment adviser with its main office in Vero Beach, Florida and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105397
- SEC file number
- 801-14090
- SEC status
- Approved, effective October 11, 1978
- Main office
- 2770 Indian River Blvd Suite 204, Vero Beach, FL 32960
- Phone
- (772) 778-0552
- Website
- pa-services.com
- Regulatory AUM
- $1,258,746,450 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,258,746,450
- Accounts
- 1,234
- Employees
- 13, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 252 | $1.02 billion |
| Individuals (other than high net worth individuals) | 344 | $198.9 million |
| Pension and profit sharing plans | 6 | $20.3 million |
| Corporations or other businesses | 10 | $15.7 million |
| Charitable organizations | 10 | $8.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.26 billion | March 27, 2026 |
| December 1, 2025 | $1.20 billion | March 31, 2025 |
Other advisers in Vero Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Armour Capital Management LP | Vero Beach | $21.01 billion | Not listed | adviserinfo.sec.gov |
| Bimini Advisors, LLC | Vero Beach | $11.68 billion | Not listed | adviserinfo.sec.gov |
| Corry Capital Advisors, LLC | Vero Beach | $2.01 billion | 7 | adviserinfo.sec.gov |
| Spirepoint Private Client, LLC | Vero Beach | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Moonrise Capital LP | Vero Beach | $1.13 billion | 6 | adviserinfo.sec.gov |
| Morangie Management LLC | Vero Beach | $706 million | 2 | adviserinfo.sec.gov |
| Thurston Advisors | Vero Beach | $480.9 million | 9 | adviserinfo.sec.gov |
| Washburn Capital Management Inc. | Vero Beach | $253.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vero Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Professional Advisory Services Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.