CHAPEL HILL, NCCRD 118412Latest ADV February 17, 2026
Phoenix Wealth Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated February 17, 2026, reports $641M in regulatory assets under management, 8 employees, and 1,593 accounts.
Assets Under Management
$641M
Employees
8
Offices
--
Total Clients
1,592
Primary office
CHAPEL HILL, NC
100 EUROPA DRIVE, SUITE 390, CHAPEL HILL, NC, United States
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
993
2
HNWI
34.2%
545
3
Pension Plans
2.4%
38
4
Corporations
1.0%
16
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$641Mas of February 17, 2026
Discretionary95.1%
$610M
95% of total RAUM95.1%
Non-discretionary4.9%
$32M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$641M
Total Accounts1,593
10Y AUM Change+$407M (+173.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee199:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.