# PHOENIX CAPITAL REALTY ADVISORS, LLC

PHOENIX CAPITAL REALTY ADVISORS, LLC of ADDISON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 161129
- Type: SEC-registered investment adviser
- SEC file number: 801-74334
- Location: 15725 NORTH DALLAS PARKWAY, SUITE 230, ADDISON, TX, 75001
- Phone: 972-866-7577
- Latest filing: 2026-03-31
- Regulatory AUM: $155.8M
- Discretionary AUM: $155.8M
- Clients: 19
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| SCOTT FRASER | ACQUISITIONS; LIMITED PARTNER (PHOENIX FUND V GENPAR, L.P.); LIMITED PARTNER (PHOENIX FUND VI GENPAR, L.P.) (+2 more) | MONROVIA, CA |
| BRUCE W WILLIAMS | MANAGING MEMBER | ADDISON, TX |
| Stephen James Mastor | MANAGING MEMBER; MANAGING PARTNER | — |
| Andrew Fraser Scott | MANAGING DIRECTOR OF ACQUISITIONS | — |
| Richard David Lyon | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS WILLIS W | LIMITED PARTNER; LIMITED PARTNER (CHAMPION 2012 GP, L.P.); MANAGING MEMBER (+1 more) | — |
| LYON ROBERT DAVID | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS BRADLEY BRUCE | MANAGING MEMBER | — |
| PERRY SAM | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER (PHOENIX CAPITAL REALTY ADVISORS, LLC) (+1 more) | — |
| MASTOR STEPHEN JAMES | LIMITED PARTNER; LIMITED PARTNER (CHAMPION 2012 GP, L.P.); MANAGER (PHOENIX 2009 GP, LLC) (+7 more) | — |
| SWOPE JEFFREY L | LIMITED PARTNER (CHAMPION 2012 GP, L.P.); MEMBER (CPE GENPAR, LLC); PARTNER | — |
| STUART COOPER BIRDSALL | MANAGING DIRECTOR; MANAGING DIRECTOR (PHOENIX CAPITAL REALTY ADVISORS, LLC) | — |
| PERRY SAMUEL CHESTER | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| Ethan Payne Beasley | CHIEF COMPLIANCE OFFICER | — |
| Bruce W. Williams | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161129/similar
- Related entities: https://search.stillhousedata.com/firm/161129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161129

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.