Phillips Ray Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Phillips Ray Capital Management provides investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations and corporations. The firm offers discretionary portfolio management, non‑discretionary consulting, and targeted consulting on matters such as retirement and estate planning.
The adviser develops individualized investment policies through personal consultations to determine objectives, time horizon, risk tolerance and liquidity needs, then implements portfolios guided by those goals using fundamental and technical analysis. Portfolios may include individual equities, fixed income, mutual funds and, when appropriate, options, short sales and margin positions; clients who do not grant discretion receive ongoing recommendations and periodic monitoring.
What distinguishes the firm from many peers is its use of limited, case‑by‑case performance‑based fee arrangements for qualified clients who wish to participate in particular recommendations, with fees tied to the realized results of that specific investment rather than to broadly managed discretionary accounts. The firm’s acceptance of institutional clients (for example, pension and profit‑sharing plans) and its employment of a wide range of trading strategies and instruments, together with participation in an advisor custody/trading platform, further differentiate its practice from many similarly sized independent advisers.
Client services
Expertise
Fee options
$0 - $250,000: 1.6% $250,001 - $500,000: 1.2% $500,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.60%
5% of net profits on realized gains from non-discretionary consulting investments for qualified clients, charged only when the investment is sold
Account minimum: $250,000 Fee-only: 0.50% annually for Income strategy and Consulting Services
Main office
2727 W 7th Street, Suite 220
Fort Worth TX 76107
Advisors at this office
1
Most active in
Texas
Also doing business as
Bmp Capital Managaement · Brian Michael Phillips · Phillips Ray Capital Management, Inc.
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
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