Phoenix Capital Realty Advisors provides portfolio management for pooled vehicles.
Phoenix Capital Realty Advisors reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($156M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $156M | 100.0% | $156M |
| Total | 1 | $156M | 100% | $156M |
- Clients
- 1
- Regulatory AUM
- $156M
- AUM share
- 100.0%
- Avg. per client
- $156M
Total
- Clients
- 1
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- $156M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Phoenix Capital Realty Advisors is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Sea Pines Capital Management, LLC owns 50% to 75% of Phoenix Capital Realty Advisors and is in turn owned by Stephen Mastor (75% or more). The leadership team of Phoenix Capital Realty Advisors includes Chief Financial Officer Richard Lyon and Chief Compliance Officer Ethan Beasley. It has 19 employees, 16 of them in advisory roles.
Staff
- 19 employees
- 16 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Phoenix Capital Realty Advisors, LLC
Sea Pines Capital Management, LLC
Control person · since January 2012
- Owns 75% or more of Sea Pines Capital Management, LLC
Stephen Mastor
Control person · since July 2011
- Owns 50% to 75% of Phoenix Capital Realty Advisors, LLC
BT Advisors, LLC
Control person · since January 2012
- Owns 75% or more of BT Advisors, LLC
Bruce Williams
Control person · since January 2012
Phoenix Capital Realty Advisors’ regulatory assets fell from $1.21B (April 2021) to $156M (March 2026); clients fell from 6 to 1 and employees were 19 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $156M | 1 | 19 | 1 |
| Mar 2025March 2025 | $168M | 2 | 17 | 1 |
| Mar 2024March 2024 | $233M | 4 | 17 | 1 |
| Mar 2023March 2023 | $269M | 4 | 16 | 1 |
| Mar 2022March 2022 | $404M | 11 | 17 | 1 |
| Apr 2021April 2021 | $1.21B | 6 | 19 | 1 |
Besides its headquarters, Phoenix Capital Realty Advisors has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 15725 North Dallas Parkway, Suite 230, AddisonHQ
Other business names
Phoenix Capital Realty Advisors has reported 1 other business name to the SEC.
- Phoenix Capital Management, LLC
Contact and registration details
- Legal name
- Phoenix Capital Realty Advisors, LLC
- Headquarters
- 15725 North Dallas Parkway, Suite 230, Addison, TX 75001
- Website
- Not reported
- Phone
- 972-866-7577
- @phoenix-capital-partners-ltd.
- SEC file
- 801-74334
- Structure
- Texas LLC
- Fiscal year end
- December
Phoenix Capital Realty Advisors has custody of client assets.
How many clients does Phoenix Capital Realty Advisors have?
Phoenix Capital Realty Advisors has 1 client and manages $156 million for them, as of March 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Phoenix Capital Realty Advisors offer?
Phoenix Capital Realty Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Phoenix Capital Realty Advisors have?
Phoenix Capital Realty Advisors has 2 investment adviser representatives registered with state securities authorities, out of 19 employees, and 16 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
Who owns Phoenix Capital Realty Advisors?
Phoenix Capital Realty Advisors is owned through holding companies by Stephen Mastor and Bruce Williams. Its direct owners are Sea Pines Capital Management, LLC (50% to 75%) and BT Advisors, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Phoenix Capital Realty Advisors get paid?
Phoenix Capital Realty Advisors is paid through a percentage of assets under management, performance-based fees and other compensation. 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 Phoenix Capital Realty Advisors?
Phoenix Capital Realty Advisors’ main office is at 15725 North Dallas Parkway, Suite 230, Addison, TX 75001. Its phone number is 972-866-7577.