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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2015
- Office Locations
- 1
Office Locations
About Phronimos Capital, LLC
Phronimos Capital is a fee-only RIA offering separately managed portfolios for long-term investors seeking capital appreciation above broad equity markets. The firm combines fundamental and quantitative research to identify global deep-value equity opportunities. Client accounts are typically custodied at Interactive Brokers, supporting global access and trading.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Phronimos Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SAM JOHN
Chief Compliance Officer, Managing Member
- CRD
- #3064091
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,738,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,738,896 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Phronimos Capital, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.