Pharos Capital Management, LLC
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About
Pharos Capital Management provides discretionary investment management primarily through its SYNTHESIS Investment Program and also manages custom portfolios; it offers non‑discretionary 401(k) advisory services and limited financial planning on a case‑by‑case basis. Its client roster includes individuals, high‑net‑worth investors, businesses, and other business entities.
The firm’s SYNTHESIS approach combines charting, technical analysis, and fundamental analysis across multiple timeframes and implements two model strategies: SYNTHESIS Global Opportunity (ETF‑based, longer holding periods, may employ hedging such as inverse ETFs) and SYNTHESIS Multi‑Strategy (momentum‑focused, more active, may use leveraged/inverse ETFs and intra‑day timeframes). Risk is managed through position sizing, stage analysis, active monitoring of market breadth/momentum, and an “Extremes Protocols” framework designed to respond to rapid market reversals.
Compared with many independent advisers, Pharos’ provision of 401(k) and other business/institutional advisory services is a notable facet of its practice, and its models are intended to provide diversification beyond traditional asset‑class allocations by blending strategies and time horizons. The firm uses third‑party custodians (Interactive Brokers and Guggenheim/Rydex) for trade execution and reporting, does not maintain custody of client assets, and may, in limited circumstances, receive commissions if clients purchase recommended insurance products.
Client services
Expertise
Fee options
PHARCAP may receive commissions from insurance products if purchased through the firm.
Financial planning fees based on agreement per case; fees dependent on complexity and time spent.
Account minimum: $50,000
Main office
Fuquay Varina NC
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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