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Phillips Ray Capital Management, Inc. (Fort Worth)


Phillips Ray Capital Management, Inc. is an adviser based in Fort Worth. It manages $44.98 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Phillips Ray Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phillips Ray Capital Management: assets under management

The assets under management (AUM) of Phillips Ray Capital Management, Inc. is $44.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.98 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phillips Ray Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Worth

The principal office where Phillips Ray Capital Management, Inc. performs its advisory services is located at 3707 Camp Bowie Blvd., Fort Worth, TX 76107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-338-4223 or by fax 817-338-8259. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.phillipsray.com.


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