Pharos Capital Management, LLC

Overview

Pharos Capital Management, LLC is a small, independent registered investment adviser that concentrates on discretionary portfolio management and financial planning for individual and family clients, with services extended to small businesses and institutions. The firm shows a clear preference for equity exposure, allocating most investable assets to exchange‑traded equities. Its billing model is flexible, combining percentage‑of‑AUM fees with the option of hourly or fixed fees, which suggests both ongoing portfolio management engagements and project‑based planning work. Regulatory and operational details indicate a single‑owner structure and a boutique scale of operations. The firm does not position itself as an ESG specialist and is not registered as a multi‑state adviser, implying a focused client base and a localized or limited geographic footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices