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Kiah Rae Fowler

Investment adviser representative at Psi Capital Management
10 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

10 years in the industry.

  1. Psi Capital ManagementJul 2024 to now
  2. Hively LandscapesFeb 2024 to Jun 2024
  3. Sherriff ElectricalJul 2023 to Feb 2024
  4. The Coffee ClubFeb 2023 to Jun 2023
  5. WoolworthsOct 2022 to Feb 2023
  6. Duke of Edinburgh HotelMay 2022 to Sep 2022
  7. Alliance CommunityAug 2021 to Feb 2022
  8. The DispensaryDec 2020 to Aug 2021
  9. Sorbello's Italian RestaurantJul 2020 to Dec 2020
  10. Extended TravelSep 2019 to Jul 2020
  11. Clyde's of GeorgetownNov 2018 to Aug 2019
  12. Capital Restaurants IncJun 2017 to Nov 2018
  13. Perkins Restaurant & BakeryMay 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7960026
Firm CRD
117105
Advisor's SEC record (opens in a new tab)
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