Investment adviser representative · Phillips Ray Capital Management, Inc.
Brian M. Phillips
CRD 1703035 · Fort Worth, TX
At a glance
Brian M. Phillips is an investment adviser representative with Phillips Ray Capital Management, Inc. in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 1996, about 30 years ago.
Current advisory firm
- Phillips Ray Capital Management, Inc.Since August 2025Fort Worth, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1996 (30 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.