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PHILLIPS RAY CAPITAL MANAGEMENT, INC.

CRD 114408 · SEC 801-123668

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2727 W 7TH STREET, SUITE 220, FORT WORTH, TX, 76107, United States

Phone

817-338-4223

Fax

817-870-2890

Registration

— (—)

Source

State registered

Total AUM

$57.6M

Discretionary AUM

$55.4M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals6$1.4M
High net worth individuals92$56.2M

All web addresses on file

Official SEC filing: View on IAPD