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Sam John

Phronimos Capital, LLC

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About Sam John

Sam John is a Registered Investment Advisor (RIA) currently working with Phronimos Capital, LLC in Kennett Square, PA. Sam John has been in the industry for over two decades, having worked at Credit Suisse First Boston LLC and Susquehanna Financial Group, Inc. prior to joining Phronimos Capital, LLC. Sam John's background includes holding a Series 7 and a Series 63 license, as well as the designation of a Chartered Financial Analyst (CFA). Sam John's expertise and focus are in the areas of Portfolio Management for Businesses and Individuals, Investment Research, and Financial Planning. Sam John provides investment advice to individuals, families, and businesses.

Firm Information

Sam John is currently registered with Phronimos Capital, LLC. Phronimos Capital, LLC is an investment advisor registered with the SEC and provides investment research as well as portfolio management services for individuals and businesses. The firm manages over $9 million in assets for 23 clients, primarily high-net-worth individuals.

$9.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment research

Investment research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Investment research fees

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Sam John’s Registration & Firm History

PA

10/12/2017 - Present

Phronimos Capital, LLC (KENNETT SQUARE PA)

NY

11/21/2000 - 11/15/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

PA

10/13/2000 - 11/07/2000

SUSQUEHANNA FINANCIAL GROUP, INC. (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 12/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sam John.
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