Phoenix Capital Realty Advisors, LLC
Phoenix Capital Realty Advisors, LLC is an SEC-registered ria in Addison, TX with $155.8M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Phoenix Capital Realty Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161129, SEC 801-74334, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $155.8M (2026-03-31)
- Firm type
- Ria
- Location
- Addison, TX
- Employees
- 19
- Clients
- 1
- CRD
- 161129
- Ownership
- BT ADVISORS, LLC; STUART, COOPER, BIRDSALL; CPE GENPAR, LLC; WILLIAMS, BRUCE, W.; PHOENIX CAPITAL HOLDINGS
How much AUM does Phoenix Capital Realty Advisors, LLC have?
Phoenix Capital Realty Advisors, LLC reported $155.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Phoenix Capital Realty Advisors, LLC?
Disclosed owners and executives of Phoenix Capital Realty Advisors, LLC include BT ADVISORS, LLC, STUART, COOPER, BIRDSALL, CPE GENPAR, LLC, WILLIAMS, BRUCE, W., PHOENIX CAPITAL HOLDINGS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.