What departments does Professional Advisory Services, Inc. have?

Professional Advisory Services, Inc. has employees across 4 departments including Analytics, Finance, Administrative, Engineering.

What is the largest department at Professional Advisory Services, Inc.?

The largest department at Professional Advisory Services, Inc. is Analytics with 2 employees.

Where are Professional Advisory Services, Inc. employees located globally?

Professional Advisory Services, Inc. has employees across 2 continents and 2 countries including India, United States Of America.

How has Professional Advisory Services, Inc.'s team size changed over time?

Professional Advisory Services, Inc.'s team has grown from approximately 5 to 14 employees based on available data.

Professional Advisory Services, Inc. Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI), founded in 1977, is one of Florida’s largest independent, fee-only Registered Investment Advisors. We manage approximately $1.2 billion in client assets as of 12/31/2025 across more than 30 states.

Our approach is straightforward: disciplined portfolio management, long-term financial planning, and personalized service. As fiduciaries, we align every investment decision with our clients’ long-term financial goals.

PASI constructs portfolios primarily using individual stocks and bonds, providing greater transparency, tax efficiency, and customization. Asset allocation is tailored to each client’s risk tolerance and financial situation.

Equities: We invest primarily in high-quality large-cap U.S. companies, complemented by select mid-cap and non-U.S. opportunities. We focus on industry leaders with a proven track record of earnings growth, strong balance sheets, sustainable dividends where applicable, and attractive valuations.

Fixed Income: PASI purchases only investment-grade bonds. Bond portfolios are typically laddered over a five-to-seven-year range and held to maturity. This conservative approach ensures stability, security, and a steady income stream. When appropriate, we purchase tax-free municipal bonds.

Professional Advisory Services, Inc. is registered as an investment adviser with the SEC and conducts business only in states where it is properly notice filed or otherwise exempt from registration requirements. Information presented is believed to be accurate but is not guaranteed and should not be regarded as a complete analysis of any topic discussed. Investments involve risk, including potential loss of principal. Content should not be considered an offer to buy or sell securities or as personalized financial advice.

Find Professional Advisory Services, Inc. employees' phone numbers or email addresses

Professional Advisory Services, Inc. Global Highlights

North America
14

United States Of America
14

Asia
1

India
1

Professional Advisory Services, Inc.'s Leadership

B. W.
Chief Financial Officer
Mobile Phone
Email
J. G.
Associate Partner, Portfolio Manager, And Research Analyst
Mobile Phone
Email
C. B.
Vice President, Portfolio Manager, And Cco
Mobile Phone
Email
K. L.
Vice President/Portfolio Manager
Mobile Phone
Email
C. S.
Portfolio Manager
Mobile Phone
Email
J. B.
Portfolio Manager
Mobile Phone
Email
R. D.
Portfolio Manager
Mobile Phone
Email
M. T.
Exec. Secretary
Mobile Phone
Email

Professional Advisory Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Accounting
Administrative
Other
Legal

Contact profiles from Professional Advisory Services, Inc.

Name

Title

Contact Info

Location

Last Update

J. W.
Computer Programmer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Professional Advisory Services, Inc. known for?

Professional Advisory Services, Inc. was founded in 1977 operates in the Investment Management industry. The company's main headquarters is located in 2770 North Indian River Boulevard Suite 204 Vero Beach, Florida 32960 United States. Explore Professional Advisory Services, Inc.'s company overview page for more information.

What is Professional Advisory Services, Inc.'s most common email format?

Professional Advisory Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Advisory Services, Inc. email formats with LeadIQ.

How many employees does Professional Advisory Services, Inc. have currently?

Professional Advisory Services, Inc. has approximately 8 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Professional Advisory Services, Inc.'s key employees and leadership?

As of April 2026, Professional Advisory Services, Inc.'s key employees include:

Chief Financial Officer: B. W.
Associate Partner, Portfolio Manager, And Research Analyst: J. G.
Vice President, Portfolio Manager, And Cco: C. B.
Vice President/Portfolio Manager: K. L.
Portfolio Manager: C. S.

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