Brendan M Phillips
Investment adviser representative at Onlyfunds
12 yearsExperience
1 stateRegistered in
$314.1KFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- OnlyfundsJun 2024 to now
- Findigs Inc.Jan 2023 to now
- Better MortgageFeb 2020 to Nov 2022
- UnemployedAug 2019 to Feb 2020
- Bridgewater AssociatesMar 2018 to Aug 2019
- Georgia Institute of TechnologyAug 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Onlyfunds
Legal name: Phillips Capital, LLC
$314.1KAssets managed
12Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6819850
- Firm CRD
- 312403