David Perkins
Pharos Capital Management · Fuquay-Varina, North Carolina
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.
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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 | $3.9M across 16 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3211027 |
| Exams passed | Series 63 (1999) · Series 65 (2007) |
| Disclosures | None reported |
| Website | www.pharoscapital.net |
| Profile |
How David's firm compares
- Pharos Capital Management's average account is about $242,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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