Phlox Capital Management, LLC

Phlox Capital Management, LLC (CRD# 281166) is a financial advisory firm headquartered in Dallas, TX. They manage $5,727,828 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $69,010
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Phlox Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph T. Martinez
CRD#: 2429766
1601 Elm Street, Suite 3130, Dallas, TX 75201
96
Wealthminder
score

Joseph Martinez (CRD# 2429766) is an Investment Advisor Representative working at Phlox Capital Management, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

2
Lynn M. Sandt
CRD#: 3159428
1601 Elm Street, Suite 3130, Dallas, TX 75201
89
Wealthminder
score

Lynn Sandt (CRD# 3159428) is an Investment Advisor Representative working at Phlox Capital Management, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

3
Francisco J. Sanchez
CRD#: 6700012
1601 Elm Street, Suite 3130, Dallas, TX 75201
87
Wealthminder
score

Francisco Sanchez (CRD# 6700012) is an Investment Advisor Representative working at Phlox Capital Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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