PROFESSIONAL ADVISORY SERVICES INC
SEC RegisteredAbout the firm
Professional Advisory Services, Inc. (PASI) was founded in 1977 with a goal of creating an investment management company that would treat clients the way we would want to be treated. Built on a foundation of integrity and personalized service, PASI has grown to become one of the largest independent money management firms in Florida with clients in over 32 states and assets under management in excess of $1.2 billion at 2025 year-end. Today, PASI remains a family-run business with the second generation of Ligons and Jaffes at the helm continuing the traditions upon which the firm was built.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and advisory services, with a disciplined investment approach focused on building wealth, managing risk, and reducing portfolio volatility, as an independent alternative to trust departments, brokerage houses, and mutual fund companies.
Who they serve
Clients in over 32 states seeking investment management services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 344 | $199M |
| High Net Worth Individuals | 252 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $20M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROFESSIONAL ADVISORY SERVICES INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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