RIA Intel›Advisers›Texas›PHOENIX CAPITAL REALTY ADVISORS, LLC

PHOENIX CAPITAL REALTY ADVISORS, LLC

Advisory

N·ADDISON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$156M
1-Year AUM Growth
-13.3%
3-Year CAGR
-41.6%
Employees
16
Assets Under Management
Total AUM$156M
Discretionary AUM$156M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees16
Investment Advisers19
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingFeb 16, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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