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PHOENIX CAPITAL REALTY ADVISORS, LLC

dba PHOENIX CAPITAL REALTY ADVISORS, LLC · CRD 161129 · Registered Investment Adviser

Custody via related person

PHOENIX CAPITAL REALTY ADVISORS, LLC is a Registered Investment Adviser headquartered in ADDISON, TX. The firm reports $155,769,839 in regulatory assets under management across 1 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$155,769,839
Non-discretionary$0
Total RAUM$155,769,839
Accounts1

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 161129. adviserinfo.sec.gov/firm/summary/161129.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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