Risen Phoenix Capital Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Risen Phoenix Capital Advisers is a newly formed investment manager that, in this filing, positions itself to serve pooled vehicles and institutional assets while also offering services to individuals, trusts, retirement plans, corporations, and other entities. The firm provides discretionary portfolio management and complementary services including retirement planning, trust and estate coordination, insurance planning, and coordinated tax services through a related tax-preparation entity.
The firm describes an investment approach grounded in modern portfolio theory, strategic asset allocation, passive indexing using ETFs and mutual funds, periodic rebalancing, and selective use of alternatives such as REITs and interval funds. Portfolios are reviewed at least quarterly and the firm offers separate financial-planning engagements that can be delivered for a fixed annual fee or, notably, on an hourly basis for consulting—an arrangement that is less common among investment managers.
Distinctive features include the firm’s very small scale and initial-operating status — a single principal, no advisory clients or assets reported at the time of filing — which may affect operational capacity compared with larger managers. The firm is under common ownership with a tax-preparation entity and its principal also holds tax, insurance, and real estate licenses and may receive separate compensation for those services, a potential conflict of interest disclosed in the brochure.
Client services
Expertise
Fee options
Annual fixed fee for financial planning services as noted above.
$0 - $3,000,000: 1.00% per annum $3,000,001 - $5,000,000: 0.75% per annum $5,000,001+: 0.50% per annum
Insurance and real estate commissions earned by Mr. Toussaint separately from advisory services.
Hourly consulting rates range from $100 to $300 depending on topic complexity.
Fee-only: Financial planning fixed fees range from $500 to $5,000 in the initial year, renegotiated to $300 to $2,500 in subsequent years; waived for clients with portfolios of $1,500,000 or greater.
Main office
Malden MA, United States
Most active in
Florida · Massachusetts · New York
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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