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PHILLIPS RAY CAPITAL MANAGEMENT, INC.
CRD 114408 · SEC 801-123668
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.4M |
| High net worth individuals | 92 | $56.2M |
All web addresses on file
Official SEC filing: View on IAPD