Phoenix Capital Realty Advisors, Llc
- Regulatory AUM
- $156M
- Discretionary
- $156M
- Clients
- 1
- Avg AUM / client
- $156M
- Accounts
- 1
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $156M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen James Mastor | Managing Member | Jul 2011 (15y) | ≈ 37.5% – 75% via Sea Pines Capital Management, Llc | |
| Andrew Fraser Scott | Managing Director Of Acquisitions | Jan 2012 (15y) | Less than 5% | |
| Williams, Bruce, W. | Managing Member | Jan 2012 (15y) | ≈ 37.5% – 75% via Bt Advisors, Llc | |
| Lyon, Richard, David | Chief Financial Officer And Chief Compliance Officer | Apr 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sea Pines Capital Management, Llc | Member | Jan 2012 | A | 50% – 75% |
| Bt Advisors, Llc | Member | Jan 2012 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Stephen James Mastor: 75% – 100% of Sea Pines Capital Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Williams, Bruce, W.: 75% – 100% of Bt Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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) | 03/31/2026 | 1.27 MB | 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
- • Performance-based fees
- • Other fees
- • % OF INITIAL INVESTMENT COSTS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗