Overview
Assets Under Management: $59 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 92
Average Client Assets: $0.6 million
Frequently Asked Questions
PHILLIPS RAY CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114408), PHILLIPS RAY CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PHILLIPS RAY CAPITAL MANAGEMENT, INC. is headquartered in FORT WORTH, TX.
PHILLIPS RAY CAPITAL MANAGEMENT, INC. serves 92 high-net-worth clients according to their SEC filing dated July 14, 2025. View client details ↓
According to their SEC Form ADV, PHILLIPS RAY CAPITAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PHILLIPS RAY CAPITAL MANAGEMENT, INC. manages $59 million in client assets according to their SEC filing dated July 14, 2025.
According to their SEC Form ADV, PHILLIPS RAY CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.87%
Average Client Assets: $0.6 million
Total Client Accounts: 98
Discretionary Accounts: 76
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 114408
Filing ID: 2003469
Last Filing Date: 2025-07-14 10:24:00