AdvisorRanked
74
Some Concerns

PHORCYS CAPITAL PARTNERS, LLC

1720 WINDWARD CONCOURSE, ALPHARETTA, GA 30005
Fiduciaryfee-onlySEC Registered
770-777-9373 HTTPS://www.phorcyscp.com CRD #285635
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$191M
Assets Managed
4
Clients
7
Employees
5
Years Active
since 2021

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46113. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: Yes

This firm can sell insurance products (annuities, life insurance). This creates an incentive to recommend these products even when alternatives may be more appropriate.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46113

1 regulatory action(s), 1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 25.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NamePHORCYS CAPITAL PARTNERS, LLC
CRD Number#285635
SEC RegisteredYes
Registration Date2021-07-19
States RegisteredGA
Assets Under Management$191M
Number of Clients4
Employees7
Compensation Typefee-only
Last ADV Filing46113

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Frequently Asked Questions

Is PHORCYS CAPITAL PARTNERS, LLC a fiduciary?

Yes. PHORCYS CAPITAL PARTNERS, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PHORCYS CAPITAL PARTNERS, LLC charge clients?

PHORCYS CAPITAL PARTNERS, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PHORCYS CAPITAL PARTNERS, LLC have any complaints?

Yes. PHORCYS CAPITAL PARTNERS, LLC has 1 complaint(s) on record. Their complaint ratio is 25.00 per 100 clients (industry average: ~0.15).

How does PHORCYS CAPITAL PARTNERS, LLC compare to other advisors in ALPHARETTA?

PHORCYS CAPITAL PARTNERS, LLC has a Red Flag Score of 74/100. There are 33 registered advisory firms in ALPHARETTA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46113. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.