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PHOENIX CAPITAL REALTY ADVISORS, LLC
CRD 161129 · SEC 801-74334
15725 NORTH DALLAS PARKWAY, SUITE 230, ADDISON, TX, 75001, United States
Phone
972-866-7577
Fax
972-866-7599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.8M
Discretionary AUM
$155.8M
Team
19 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; % OF INITIAL INVESTMENT COSTS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $155.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD