PHOENIX CAPITAL REALTY ADVISORS, LLC
CRD #161129 SEC #801-74334 ADDISON, TX 972-866-7577
SEC Registered
Total AUM
$168.4M
Discretionary
$168.4M
Employees
17
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.4M | $168.4M | $0 | 17 | 0 |
| Mar 2024 | $233.4M | $233.4M | $0 | 17 | 0 |
| Mar 2023 | $269.1M | $269.1M | $0 | 16 | 0 |
| Mar 2022 | $403.7M | $403.7M | $0 | 17 | 0 |
| Apr 2021 | $1.2B | $1.2B | $0 | 19 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 19 | 0 |
| May 2020 | $1B | $1B | $0 | 19 | 0 |
| Mar 2020 | $1B | $1B | $0 | 19 | 0 |
| May 2019 | $1B | $1B | $0 | 19 | 0 |
| Mar 2019 | $1B | $1B | $0 | 19 | 0 |
| Apr 2018 | $882.7M | $882.7M | $0 | 19 | 0 |
| Mar 2018 | $882.7M | $882.7M | $0 | 19 | 0 |
| Sep 2017 | $969.7M | $969.7M | $0 | 16 | 1 |
| May 2017 | $969.7M | $969.7M | $0 | 16 | 1 |
| Apr 2017 | $954.9M | $954.9M | $0 | 16 | 1 |
| Jul 2016 | $553.6M | $553.6M | $0 | 14 | 1 |
| Mar 2016 | $553.6M | $553.6M | $0 | 14 | 1 |
| Mar 2015 | $597.1M | $597.1M | $0 | 14 | 1 |
| Mar 2014 | $508.8M | $508.8M | $0 | 14 | 1 |
| Apr 2013 | $377.2M | $377.2M | $0 | 13 | 1 |
| Mar 2013 | $377.2M | $377.2M | $0 | 13 | 1 |
| Feb 2012 | $185.3M | $185.3M | $0 | -- | 1 |
DateMar 2025
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$269.1M
Discretionary$269.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$403.7M
Discretionary$403.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMay 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients0
DateMay 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients0
DateApr 2018
Total AUM$882.7M
Discretionary$882.7M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$882.7M
Discretionary$882.7M
Non-Disc.$0
Employees19
Clients0
DateSep 2017
Total AUM$969.7M
Discretionary$969.7M
Non-Disc.$0
Employees16
Clients1
DateMay 2017
Total AUM$969.7M
Discretionary$969.7M
Non-Disc.$0
Employees16
Clients1
DateApr 2017
Total AUM$954.9M
Discretionary$954.9M
Non-Disc.$0
Employees16
Clients1
DateJul 2016
Total AUM$553.6M
Discretionary$553.6M
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$553.6M
Discretionary$553.6M
Non-Disc.$0
Employees14
Clients1
DateMar 2015
Total AUM$597.1M
Discretionary$597.1M
Non-Disc.$0
Employees14
Clients1
DateMar 2014
Total AUM$508.8M
Discretionary$508.8M
Non-Disc.$0
Employees14
Clients1
DateApr 2013
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients1
DateMar 2013
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients1
DateFeb 2012
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees--
Clients1