Advisor at Pip Capital & Consulting, LLC
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Firm
Pip Capital & Consulting, LLC
Location
Delray Beach, FL
Credentials
Series 63, Series 65
Industry experience
7 years
Philippe Khouri is the sole advisor at Pip Capital & Consulting, LLC, an independent firm based in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to founding Pip Capital & Consulting in 2016, he worked in the hospitality and gaming industry, including a role at Tropicana Casino & Hotel. Pip Capital & Consulting provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, alongside operational consulting services for the hospitality and casino gaming industry. The firm employs an active, technically driven investment approach with a focus on growth and value equities, routinely using options strategies such as covered-call writing and cash-covered put selling to generate income and manage risk.
Based on Pip Capital & Consulting, LLC
$50,000 - $499,999: 15% performance-based fee on positive P&L $500,000 - $999,999: 12.5% performance-based fee on positive P&L $1,000,000+: 10% performance-based fee on positive P&L
Performance-based fees range from 10% to 15% of positive P&L depending on AUM tiers; billed annually or upon withdrawal with a high water mark.
Account minimum: $50,000
Delray Beach, FL
Florida
Pip Capital & Consulting, LLC
2016 - Present (10 years)
Looking for Work
2016 - 2016 (1 year)
Tropicana Casino & Hotel, Penn National Gaming
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Boca Raton, FL
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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