Pharos Capital Group provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 6 private funds.
Pharos Capital Group reports 7 clients. They include 6 pooled investment vehicles and 1 individual client. Of its assets, 99.0% ($623M across 6 accounts) are managed with discretion; $6.58M across 1 account is not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | 1% |
| Pooled investment vehicles | 86% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1 | $6.58M | 1.0% | $6.58M |
| Pooled investment vehicles | 6 | $623M | 99.0% | $104M |
| Total | 7 | $630M | 100% | $89.9M |
- Clients
- 1
- Regulatory AUM
- $6.58M
- AUM share
- 1.0%
- Avg. per client
- $6.58M
- Clients
- 6
- Regulatory AUM
- $623M
- AUM share
- 99.0%
- Avg. per client
- $104M
Total
- Clients
- 7
- Regulatory AUM
- $630M
- AUM share
- 100%
- Avg. per client
- $89.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 6
Pharos Capital Group is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Kneeland Youngblood owns 50% to 75% of Pharos Capital Group. The leadership team of Pharos Capital Group includes President Doctor Crants and Chief Financial Officer Kimberly Futrell. It has 22 employees, 12 of them in advisory roles.
Leadership
- Doctor CrantsManager, Vice President
- Joel GoldbergVice President
- Anna KovalkovaVice President
- James PhillipsVice President
- Kneeland YoungbloodManager, President
- Kimberly FutrellChief Financial Officer, Chief Compliance Officer
Staff
- 22 employees
- 12 in advisory functions
- Owns 50% to 75% of Pharos Capital Group, LLC
Kneeland Youngblood
Control person · since September 2011
- Owns 10% to 25% of Pharos Capital Group, LLC
Doctor Crants
Control person · since September 2011
- Owns 5% to 10% of Pharos Capital Group, LLC
James Phillips
Control person · since September 2011
Pharos Capital Group’s regulatory assets fell from $1.22B (April 2021) to $630M (March 2026); clients rose from 6 to 7 and employees from 20 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $630M | 7 | 22 | 5 |
| March 2025 | $1.07B | 7 | 21 | 3 |
| March 2024 | $1.14B | 7 | 21 | 4 |
| March 2023 | $1.11B | 6 | 21 | 4 |
| April 2022 | $1.36B | 6 | 19 | 6 |
| April 2021 | $1.22B | 6 | 20 | 3 |
Besides its headquarters, Pharos Capital Group has 4 offices (3 private residences, listed without an address), with 2 listed addresses in Tennessee and Texas.
Tennessee · 1 listed address
- 5511 Virginia Way, Suite 180, BrentwoodHQ
Texas · 1 listed address
- Parkland Hall, Dallas
Contact and registration details
- Legal name
- Pharos Capital Group, LLC
- Headquarters
- 5511 Virginia Way, Suite 180, Brentwood, TN 37027
- Website
- pharosfunds.com
- Phone
- 615-234-5522
- @pharos-capital-group
- SEC file
- 801-72752
- Structure
- Delaware LLC
- Fiscal year end
- December
Pharos Capital Group uses Fidelity ($6.58M) as custodian for its separately managed accounts. Pharos Capital Group has custody of client assets.
- FidelityFidelity Brokerage Services LLC · Franklin, TN · $6.58M100%
At year end, Pharos Capital Group’s separately managed accounts were mostly in bonds (96%).
What the accounts hold
- Bonds96%
- Cash4%
How many clients does Pharos Capital Group have?
Pharos Capital Group has 7 clients and manages $630 million for them, as of March 2026. They include 6 pooled investment vehicles and 1 individual client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Pharos Capital Group offer?
Pharos Capital Group provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pharos Capital Group use?
Pharos Capital Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Franklin, TN), with $6.58M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Pharos Capital Group have?
Pharos Capital Group has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pharos Capital Group invest in?
At the end of its last fiscal year, Pharos Capital Group’s separately managed accounts held 96% U.S. government and agency bonds and 4% cash and equivalents. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pharos Capital Group?
Pharos Capital Group’s direct owners are Kneeland Youngblood (50% to 75%), Doctor Crants (10% to 25%) and James Phillips (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Pharos Capital Group get paid?
Pharos Capital Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pharos Capital Group?
Pharos Capital Group’s main office is at 5511 Virginia Way, Suite 180, Brentwood, TN 37027. Its phone number is 615-234-5522. Its website is pharosfunds.com.