PHAN CAPITAL

PHAN CAPITAL is an SEC-registered investment adviser (CRD 301304). Regulatory assets under management: $1.5M.

Registration

• CRD: 301304
• Type: Registered investment adviser
• Phone: 210-549-6655
• Latest filing: 2026-04-01
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301304 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search