# Pharos Capital Group, LLC

> Pharos Capital Group, LLC is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 158849
- Filed as: PHAROS CAPITAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158849
- AdvisorCensus page: https://advisorcensus.com/firm/pharos-capital-group-llc-brentwood-tn-158849

## Quick answers

**How is Pharos Capital Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pharos Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pharos Capital Group, LLC located?**
Pharos Capital Group, LLC's principal office is in Brentwood, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pharos Capital Group, LLC registered with the SEC or a state?**
Pharos Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158849.

**How much does Pharos Capital Group, LLC manage?**
Pharos Capital Group, LLC reports $629,619,525 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary).

**How have Pharos Capital Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pharos Capital Group, LLC: Regulatory assets under management: $1,221,830,232 in the October 2021 data and $629,619,525 in the October 2026 data, down 48%. Total employees: 20 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pharos Capital Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); individuals (other than high net worth individuals) (1).

**Which custodians does Pharos Capital Group, LLC use?**
Pharos Capital Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Pharos Capital Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158849

**What changed in Pharos Capital Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $1,070,599,316 to $629,619,525 (-41%). Registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $629,619,525
- Discretionary: $623,042,353
- Non-discretionary: $6,577,172

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $6,577,172 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $623,042,353 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- pharosfunds.com
- LinkedIn @PHAROS-CAPITAL-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,221,830,232 | 20 | April 12, 2021 |
| October 2022 | $1,362,799,209 | 19 | April 21, 2022 |
| October 2023 | $1,110,821,828 | 21 | March 20, 2023 |
| October 2024 | $1,138,830,519 | 21 | March 15, 2024 |
| October 2025 | $1,070,599,316 | 21 | March 14, 2025 |
| October 2026 | $629,619,525 | 22 | March 16, 2026 |

Regulatory assets under management: $1,221,830,232 in the October 2021 data and $629,619,525 in the October 2026 data, down 48%.
Total employees: 20 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $1,070,599,316 to $629,619,525 (-41%).
- Registered or notice-filed in CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pharos Capital Group, LLC (CRD 158849): Form ADV filing data as of October 2026.