Investment adviser · CRD 105397

PROFESSIONAL ADVISORY SERVICES INC

Investment adviser filing (IA)

VERO BEACH, FL, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $1.26B
Client accounts: 1,234
Employees: 13
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	252	$1,015,739,016	80.7%
Individuals	344	$198,909,268	15.8%
Retirement plans	6	$20,260,188	1.6%
Corporations & businesses	10	$15,692,121	1.2%
Charities	10	$8,145,857	0.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2084154 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

2770 INDIAN RIVER BLVD, SUITE 204
VERO BEACH, FL, 32960, United States

CRD 105397

Filing source

Form ADV 2084154 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.