CRD: 114408
Phillips RAY Capital Management, Inc.
$57.6M Total AUM
$55.4M Disc. AUM
-25.8% 3Y CAGR
1 Employees
98 ADV. Clients
30 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-1996
- Office Locations
- 1
Office Locations
2727 W 7TH Street Suite 220 Fort Worth TX
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.
Team overview
51 AVG AGE
$57.6M AVG AUM / ADVISOR
$587.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN MICHAEL PHILLIPS
Chief Compliance Officer, DIRECTOR, Founder, President, TREASURER
- CRD
- #1703035
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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