CRD: 114408
Phillips RAY Capital Management, Inc.
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- Custodian
- Fidelity/NFS ยท RBC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-12-1996
- Office Locations
- 1
Office Locations
About Phillips RAY Capital Management, Inc.
Phillips RAY Capital Management, Inc. is a Fort Worth-based RIA. The firm has been operating for 30 years. Managing $57.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and RBC.
Reported data analysis
What the numbers show
Between March 13, 2024 and July 14, 2025, reported AUM decreased 34.4%, from $90.7M to $59.5M.
Across 5 reported observations, AUM increased 32.2% between May 18, 2012 and July 14, 2025, from $45.0M to $59.5M.
Of the latest reported AUM, 92.6% is discretionary and 7.4% is non-discretionary.
The firm reports 1 advisory representatives and 98 clients, or 98 clients per representative. That equates to $587.5K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN MICHAEL PHILLIPS
Chief Compliance Officer, DIRECTOR, Founder, President, TREASURER
- CRD
- #1703035
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,419,880 | $724,624 |
| Non-Discretionary | $2,158,358 | $199,706 |
| Total | $57,578,238 | $606,786 |
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Separately Managed Accounts
SMA allocation detail is available
Phillips RAY Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.