SourcingSourcing

PHAROS CAPITAL GROUP, LLC

C48
CRD 158849·SEC 801-72752·BRENTWOOD, TN
AUM
$629.6M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PHAROS CAPITAL GROUP, LLC
CRD
158849
SEC file #
801-72752
EIN
000000000
DBA names
—

Economics

AUM
$629.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$760.4M → $629.6M▼ -17%
Client mix
Pooled Investment Vehicles6
Individuals Other1

Operations

Employees (total)
22
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
10 advisors → 12 advisors▲ +20%
Primary office
BRENTWOOD TN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/pharos-capital-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YOUNGBLOOD, KNEELAND, CONNER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
YOUNGBLOOD, KNEELAND, CONNER
CRANTS, DOCTOR, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pharos.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
24
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001553792
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2012-07-10
Edgar Last Filing Date
2018-10-10
Edgar Form D Count
3
Edgar Form D Offerings
2013-08-302013-08-30 · 0001181431-13-047019
2013-07-032013-07-03 · 0001181431-13-038487

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
PHAROS CAPITAL GROUP, LLC1 BURTON HILLS BLVD., SUITE 180NASHVILLE, TN 37215
Business
PHAROS CAPITAL GROUP, LLC1 BURTON HILLS BLVD., SUITE 180NASHVILLE, TN 37215
Edgar EIN
000000000
Edgar Recent Filings
40-APP/A2018-10-10 · 0001213900-18-013772
40-APP2018-03-23 · 0001213900-18-003357
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5603147
Trust Company Affiliate
No

People (6)

6
YOUNGBLOOD, KNEELAND, CONNER
Direct Owner · 62.5%
5603147
CRANTS, DOCTOR, ROBERT
Direct Owner · 17.5%
2137687
PHILLIPS, JAMES, WILLIAM
Direct Owner · 7.5%
2222823
FUTRELL, KIMBERLY, DAVIS
Executive Officer · 2.5%
5971750
GOLDBERG, JOEL, ARI
Executive Officer · 2.5%
5971753
KOVALKOVA, ANNA, VALERYEVNA
Executive Officer · 2.5%
7090169