Phan Capital

Overview

Phan Capital is a small, independent registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Its investment approach centers on readily accessible public funds—primarily mutual funds—supported by selectively sourced alternative exposures through third‑party managers. Phan Capital does not position itself as an ESG-focused allocator and caters to a limited client base with hands-on advisory relationships rather than large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices