{"url":"https://nivawealth.com/firms/pharos-capital-group-158849","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158849","regulatoryAum":629619525,"crd":"158849","history":[{"filedOn":"2021-04-12","regulatoryAum":1221830232,"clients":6,"employees":20,"offices":3},{"filedOn":"2022-04-21","regulatoryAum":1362799209,"clients":6,"employees":19,"offices":6},{"filedOn":"2023-03-20","regulatoryAum":1110821828,"clients":6,"employees":21,"offices":4},{"filedOn":"2024-03-15","regulatoryAum":1138830519,"clients":7,"employees":21,"offices":4},{"filedOn":"2025-03-14","regulatoryAum":1070599316,"clients":7,"employees":21,"offices":3},{"filedOn":"2026-03-16","regulatoryAum":629619525,"clients":7,"employees":22,"offices":5}],"secFileNumber":"801-72752","legalName":"Pharos Capital Group, LLC","displayName":"Pharos Capital Group","slug":"pharos-capital-group-158849","website":"https://pharosfunds.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/158849/9a022e9530f4c315-r1.webp","tone":"dark","width":628,"height":200,"sourceUrl":"https://www.pharosfunds.com","sourceLabel":"Pharos Capital Group, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/pharos-capital-group/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5511 Virginia Way, Suite 180","city":"Brentwood","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37027"},"tradeNames":[],"registration":{"secApproved":"7 October 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6577172,"staff":{"employees":22,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":629619525,"discretionary":623042353,"discretionaryAccounts":6,"nonDiscretionary":6577172,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1,"regulatoryAum":6577172},{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":623042353}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Franklin, TN","smaAssets":6577172}],"custodyNote":"Pharos Capital Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Doctor Crants","title":"Manager, Vice President","crd":"2137687"},{"name":"Joel Goldberg","title":"Vice President","crd":"5971753"},{"name":"Anna Kovalkova","title":"Vice President","crd":"7090169"},{"name":"James Phillips","title":"Vice President","crd":"2222823"},{"name":"Kneeland Youngblood","title":"Manager, President","crd":"5603147"},{"name":"Kimberly Futrell","title":"Chief Financial Officer, Chief Compliance Officer","crd":"5971750"}],"ownership":[{"label":"Kneeland Youngblood","detail":"Manager, president in the 50% to 75% ownership band and a control person, since September 2011."},{"label":"Doctor Crants","detail":"Manager, vice president in the 10% to 25% ownership band and a control person, since September 2011."},{"label":"James Phillips","detail":"Vice president in the 5% to 10% ownership band and a control person, since September 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":3},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"5511 Virginia Way, Suite 180","city":"Brentwood","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"Parkland Hall","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-234-5522","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"U.S. government/agency bonds","percent":96},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":6},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158849/PDF/158849.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pharos Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pharos Capital Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Pharos Capital Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pharos Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pharos Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pharos Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pharos Capital Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Pharos Capital Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}