Phoenix Wealth Advisors Inc.

RIASEC RegisteredEst. 2001
Total AUM
$641M
Discretionary
$610M
95% of AUM
Avg account
$403K
Accounts
1,593
Employees
8
Advisory reps
8

Firm details

Headquarters
Chapel Hill, North Carolina
CRD number
118412
Registered since
December 14, 2001
Website
www.phoenixwealthadvisors.com
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, SEC-registered investment adviser operating since 2001. The firm is owner-operated and positioned as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection and oversight of other advisers. Compensation is flexible and includes percentage-of-AUM fees alongside hourly, fixed-fee, and other arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

1 of 1
  • Malcolm Migel

    Malcolm Migel

    Chief Compliance OfficerCRD 7708762

Contacts

3 of 7
  • Mark Rhoades

    Mark Rhoades

    Managing PartnerCRD 5098868

  • Kelly Ward

    Kelly Ward

    Wealth Planning AssociateCRD 4056006

  • Michele Nettesheim

    Michele Nettesheim

    Financial Planner and Wealth AdvisorCRD 4866891

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$398M in ETFs

Passive

56%

$221M

Active

43%

$177M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$50.3M994,96912.64%
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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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