Phoenix Wealth Advisors Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 118412
· SEC file 801-60793
· Chapel Hill, NC
· WWW.PFINX.COM
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $641M
- Discretionary
- $610M
- Clients
- 1,592
- Avg AUM / client
- $403K
- Accounts
- 1,593
- Employees
- 8
AUM over time
$116M
$641M
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 993 | $197M | 30.7% |
| High net worth individuals | 545 | $421M | 65.7% |
| Banking or thrift institutions | Fewer than 5 clients | $1.6M | 0.24% |
| Pension and profit sharing plans | 38 | $9.1M | 1.41% |
| Corporations and other businesses | 16 | $12.5M | 1.95% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Georgios Livanos | Managing Partner | Oct 2016 (10y) | 50% – 75% | |
| Mark Joseph Rhoades | Managing Partner | CFP | Oct 2016 (10y) | 50% – 75% |
| Migel, Malcolm, Richard | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Michele Suzanne Nettesheim | Registered representative | CFP | Mar 2011 (15y) | |
| Michael Donovan Jackson | Registered representative | CFA | Oct 2016 (10y) | |
| Kelly A Ward | Registered representative | May 2018 (8y) | ||
| Allison Marie Fry | Registered representative | Nov 2020 (6y) | ||
| Emma Elizabeth Jackson | Registered representative | Sep 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD-PARTY ADVISER/MANAGER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $284M (44% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗