Pharos Capital Management, LLC logo

Pharos Capital Management, LLC

Updated today

Client assets under management

$3,879,009

Clients

16

19% high-net-worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

16

Typical

Average account size

$242,438

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

Financial planning Portfolio management

Expertise

Active portfolio management

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Fee options

Commissions

PHARCAP may receive commissions from insurance products if purchased through the firm.

Project-based

Financial planning fees based on agreement per case; fees dependent on complexity and time spent.

Other

Account minimum: $50,000

Main office location

Pharos Capital Management, LLC

Fuquay Varina NC, United States

Number of offices

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

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