{
  "crd_number": 306551,
  "slug": "phorcys-investment-advisors-llc-guaynabo-pr-306551",
  "primary_business_name": "PHORCYS INVESTMENT ADVISORS, LLC",
  "legal_name": "PHORCYS INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Guaynabo",
  "state": "PR",
  "country": "United States",
  "cbsa_code": "41980",
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": null,
  "years_registered": null,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306551",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "GUAYNABO",
  "url": "https://advisorcensus.com/firm/phorcys-investment-advisors-llc-guaynabo-pr-306551",
  "display_name": "Phorcys Investment Advisors, LLC",
  "summary": "Phorcys Investment Advisors, LLC is an exempt reporting adviser in Guaynabo, PR. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Phorcys Investment Advisors, LLC (CRD 306551): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Phorcys Investment Advisors, LLC located?",
      "a": "Phorcys Investment Advisors, LLC's principal office is in Guaynabo, PR, according to its Form ADV."
    },
    {
      "q": "How does Phorcys Investment Advisors, LLC report to regulators?",
      "a": "Phorcys Investment Advisors, LLC is an exempt reporting adviser. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 306551."
    },
    {
      "q": "How have Phorcys Investment Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Phorcys Investment Advisors, LLC: Regulatory assets under management: $311,925,000 in the October 2022 data and $1,239,600,000 in the October 2024 data, up 297%. Total employees: 5 in October 2022 and 2 in October 2024. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Phorcys Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306551"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 311925000.0,
      "total_employees": 5,
      "filing_date": "2022-01-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 996600000.0,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1239600000.0,
      "total_employees": 2,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/phorcys-investment-advisors-llc-guaynabo-pr-306551.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306551",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}