Phoenix Wealth Advisors Inc.

RIASEC Registered
Total AUM
$641M
Discretionary
$610M
95% of AUM
Avg account
$403K
Accounts
1,593
Employees
8
Advisory reps
7

Firm details

Headquarters
Chapel Hill, North Carolina
CRD number
118412
Registered since
December 14, 2001
Custodians
RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI65.67%
  • Individuals30.72%
  • Corporations / Businesses1.95%
  • Pension & Profit Sharing Plans1.41%
  • Banking / Thrift Institutions0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Phoenix Wealth Advisors Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, institutions, and pension consulting plus the selection of third‑party advisers. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures. Phoenix acts as a capital allocator, making external manager selections rather than limiting clients to in-house funds. The firm does not list ESG integration as an active investment focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 31%, Non-Exchange Traded Equities 12%, Cash & Cash Equivalents 8%, Other 4%, State & Local Bonds 2%, Private Funds 1%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities31%
  • Non-Exchange Traded Equities12%
  • Cash & Cash Equivalents8%
  • Other4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$228M in ETFs

Passive

48%

$110M

Active

50%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$78.1M1,550,53034.29%

Location

Primary office

Chapel Hill, NC

Orange

Location

Chapel Hill, NC

Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Orange
Address
100 Europa Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth