CRD: 118412
Phoenix Wealth Advisors Inc.
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- Custodian
- Jackson National Life · Principal · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-14-2001
- Office Locations
- 1
Office Locations
About Phoenix Wealth Advisors Inc.
Phoenix Wealth Advisors is a Chapel Hill, NC advisory firm focused on families planning for retirement and multigenerational wealth. The team provides integrated financial, tax, retirement, and estate planning alongside active portfolio management aligned to risk tolerance, time horizon, and goals. Client portfolios commonly use ETFs and public funds, and the firm operates across retail and institutional channels, including through Raymond James.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
GEORGIOS LIVANOS
Managing Partner
- CRD
- #2412486
- Ownership
- 50% but less than 75%
MARK JOSEPH RHOADES
Managing Partner
- CRD
- #5098868
- Ownership
- 50% but less than 75%
Pioneer ember
Beacon bridge catalyst
- CRD
- #17853
- Ownership
- 35.7%
Showing 2 of 3 owners & executives
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ALLISON MARIE FRY
Wealth Planning Associate
- CRD
- #6322195
EMMA ELIZABETH JACKSON
--
- CRD
- #5052924
Quantum foundation
Bridge beacon
- CRD
- #65371
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $609,735,521 | $386,643 |
| Non-Discretionary | $31,680,782 | $1,980,049 |
| Total | $641,416,303 | $402,647 |
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Separately Managed Accounts
Total SMA Asset: $641,416,303
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $645,269,435 | 13.6% |
| Equity - Exchange | $574,100,012 | 12.1% |
| Equity - OTC | $460,228,935 | 9.7% |
| Cash | $1,176,667,793 | 24.8% |
| Other | $545,632,243 | 11.5% |
| Municipal Bonds | $906,223,986 | 19.1% |
| Private Funds | $436,505,794 | 9.2% |
| Total | $4,744,628,198 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL GLACIER | SUMMIT FOUNDATION | 426LFA27J | ZFNSP | 6.55% | $88,826,936 |
| VALUE EAGLE | FUSION OPTIMA | 5YWUMT6UN | JWE | 9.37% | $63,416,776 |
| MATRIX VERTEX PEAK | MATRIX FUSION | FK9VVK36S | VNBMQ | 2.40% | $72,586,960 |
| VALUE ATLAS | OPTIMA ELEMENT | RZLL5GBFF | OIL | 8.83% | $2,034,333 |
| ALPHA NORTH | DELTA VITAL | QI8O0S02T | KUSKG | 3.25% | $72,871,627 |
| PATHWAY EMBER QUANTUM | RADIAL RADIAL | OFASMT94S | SJI | 12.53% | $64,786,887 |
| PIONEER FRONTIER OAK | MOMENTUM FRONTIER | EDROPW3N8 | SGXMC | 8.41% | $82,544,002 |
| VALUE HARBOR | EAGLE VALUE | 7KRKIOD15 | IVXWD | 11.71% | $108,124,043 |