Phillips Ray Capital Management, Inc.

Phillips Ray Capital Management, Inc. (CRD# 114408) is a financial advisory firm headquartered in Fort Worth, TX. They manage $67,705,701 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $378,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Phillips Ray Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul R. Ray
CRD#: 4541678
3707 Camp Bowie Blvd., Suite 250, Fort Worth, TX 76107
98
Wealthminder
score

Paul Ray (CRD# 4541678) is an Investment Advisor Representative working at Phillips Ray Capital Management, Inc. in Fort Worth, TX and has over 13 years of experience in the finance industry.

 

Prior to forming Phillips Ray Paul was a Junior Partner at Buena Venture Associates, LLP (BVA), a venture capital firm comprised of three individuals: Sid Bass, Paul Ray III and John Pergande.  BVA’s focus is primarily on the financial services industry, particularly Insurance.  Paul played a very active role with these portfolio companies, through an interim operating role and Board representation.  Paul was also instrumental in sourcing and analyzing new opportunities for the firm and was very involved in negotiating and closing new acquisitions.

 

Prior to joining BVA, Paul was an Associate at The Penrose Group, LLC, a private investment arm of the Rosenthal family in Fort Worth.  At Penrose, Paul was very active in the day-to-day management of the firm’s portfolio companies and was responsible for seeking out and analyzing potential new investments. 

 

Paul is a graduate of The University of Texas at Austin with a B.A. concentrating in Psychology and English.  He received his MBA from the University of Texas at Austin where he focused on Finance and Management

2
Brian M. Phillips
CRD#: 1703035
3707 Camp Bowie Blvd., Suite 250, Fort Worth, TX 76107
93
Wealthminder
score

Brian Phillips (CRD# 1703035) is an Investment Advisor Representative working at Phillips Ray Capital Management, Inc. in Fort Worth, TX and has over 23 years of experience in the finance industry.

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