Phillips Ray Capital Management, Inc.
CRD 114408SEC# 801-123668Fort Worth, TX
No longer SEC-registered. Phillips Ray Capital Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$59.5M
Employees
1
Accounts
98
Location
Fort Worth, TX
Phillips Ray Capital Management, Inc. assets under management
Phillips Ray Capital Management, Inc. is an SEC-registered investment adviser based in Fort Worth, TX. It reports $59.5 million in regulatory assets under management and employs 1 people.
Phillips Ray Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Michael Phillips Control | President, Chief Compliance Officer, Treasurer & Director | Over 75% | 2002 |
Frequently asked questions
How much does Phillips Ray Capital Management, Inc. manage?
Phillips Ray Capital Management, Inc. reports $59.5 million in regulatory assets under management on its Form ADV.
How many employees does Phillips Ray Capital Management, Inc. have?
Phillips Ray Capital Management, Inc. reports 1 employees.
Where is Phillips Ray Capital Management, Inc. located?
Phillips Ray Capital Management, Inc. is based in Fort Worth, TX.
Does Phillips Ray Capital Management, Inc. disclose fund performance?
Phillips Ray Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2727 W 7th Street, Suite 220, Fort Worth, TX 76107 |
| Office hours | 8:00 - 5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$59.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$59.5Mregulatory AUM
Discretionary $55.1MNon-discretionary $4.4M