Karl Allen Lehman
Investment adviser representative at Psi Capital Management
17 yearsExperience
1 stateRegistered in
$384.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Psi Capital ManagementMay 2018 to now
- Rlh Cpa's & Business Advisors, LLCAug 2015 to now
- Pilot Capital Management, Inc.Sep 2009 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Psi Capital Management
Legal name: Planning Strategies, Inc.
$384.8MAssets managed
514Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4619999
- Firm CRD
- 117105