# David Perkins

> David Perkins is a fee-only financial advisor at Pharos Capital Management in Fuquay-Varina, North Carolina. Pharos Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-perkins/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pharos Capital Management
- **Based in:** Fuquay-Varina, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.9M across 16 accounts
- **CRD:** 3211027 (https://adviserinfo.sec.gov/individual/summary/3211027)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1999), Series 65 (2007)
- **Disclosures:** None reported
- **Website:** http://www.pharoscapital.net

## Frequently asked questions

### Is David Perkins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Pharos Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Pharos Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Perkins based?

David Perkins is based in Fuquay-Varina, North Carolina.

### Is David Perkins registered with the SEC?

Yes. David Perkins is registered as an investment adviser representative in NC (CRD 3211027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pharos Capital Management manage?

Pharos Capital Management reports $3.9M across 16 accounts in assets under management.

### How do I contact David Perkins?

Through David's website, www.pharoscapital.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3211027): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.