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Phoenix Capital Realty Advisors, LLC

● SEC registered since 2012CRD 161129SEC# 801-74334Addison, TX
Export (members)
Reg. AUM
$155.8M
Employees
19
Accounts
1
Location
Addison, TX

Phoenix Capital Realty Advisors, LLC assets under management

Phoenix Capital Realty Advisors, LLC is an investment advisory firm registered with the SEC based in Addison, TX. The firm has been registered since 2012. It reports $155.8 million in regulatory assets under management and employs 19 people.

Phoenix Capital Realty Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andrew Fraser Scott ControlManaging Director Of AcquisitionsUnder 5%2012
Bt Advisors, LLC ControlMember50-75%2012
Ethan Payne Beasley ControlChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How much does Phoenix Capital Realty Advisors, LLC manage?

Phoenix Capital Realty Advisors, LLC reports $155.8 million in regulatory assets under management on its Form ADV.

How many employees does Phoenix Capital Realty Advisors, LLC have?

Phoenix Capital Realty Advisors, LLC reports 19 employees.

Where is Phoenix Capital Realty Advisors, LLC located?

Phoenix Capital Realty Advisors, LLC is based in Addison, TX and has been SEC-registered since 2012.

Does Phoenix Capital Realty Advisors, LLC disclose fund performance?

Phoenix Capital Realty Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15725 North Dallas Parkway, Suite 230, Addison, TX 75001
Phone972-866-7577
Fax972-866-7599
Office hours9:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$155.8M▼ 7%
Mar '25 — $168.4MApr '25 — $168.4MMay '25 — $168.4MJun '25 — $168.4MJul '25 — $168.4MAug '25 — $168.4MSep '25 — $168.4MOct '25 — $168.4MNov '25 — $168.4MDec '25 — $168.4MJan '26 — $168.4MFeb '26 — $168.4MMar '26 — $155.8MApr '26 — $155.8MMay '26 — $155.8MJun '26 — $155.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$155.8Mregulatory AUM
Discretionary $155.8M