Pharos Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage 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
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 location
Pharos Capital Management, LLC
Fuquay Varina NC, United States
Number of offices
1
Most active in
Pharos Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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