Psalm Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,884,308
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
7
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$3,269,187
About
Psalm Capital provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, through a combined asset-management and planning engagement. The firm constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds and both public and private securities as appropriate to client objectives.
The firm’s process emphasizes understanding client goals and risk tolerance, continuous monitoring and periodic rebalancing, and draws on fundamental, quantitative and technical analysis in portfolio construction. Accounts may be managed on a discretionary or non-discretionary basis, and custody and trade execution are handled through Axos Advisor Services with advisory fees billed and reported via the custodian.
Noteworthy features disclosed in the brochure include that the firm’s representatives are also licensed insurance agents (Maryland life, accident and health insurance) and that the firm accepts product-sponsor support and travel reimbursements, disclosures intended to address potential conflicts of interest. The firm also describes the use of private funds and alternative vehicles (private equity, venture capital, REITs and other private placements) alongside more traditional investments, and manages a modest discretionary asset base consistent with a small, boutique practice.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Maximum 1.50% annually, fees generally negotiable
Main office location
Psalm Capital
3017 Bolling Way Ne, #134
Atlanta GA 30305, United States
Number of offices
1
Most active in
Psalm Capital has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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