A complete list of active advisors currently associated with Pharos Capital Management, LLC

Warmer can help you find a great advisor at Pharos Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pharos Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
David Perkins profile photo David Perkins
Fuquay Varina, NC
19
Warmer team member

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