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- Custodian
- Altruist ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2019
- Office Locations
- 1
Office Locations
About Phan Capital
PHAN Capital is a San Antonio, TX fee-only fiduciary RIA focused on hospital and retail pharmacists. The firm provides investment management and financial planning, including tax, estate, retirement, and insurance planning. Portfolios emphasize diversified, risk-managed allocations using public funds such as index funds/mutual funds and fixed income. Fees are transparently posted online; custody includes Altruist.
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Owner & Executives
NAM NATHANIEL PHAN
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #7085582
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,525,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,525,416 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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