Philadelphus Capital

Philadelphus Capital is a fee‑only, single‑advisor registered investment adviser founded in 2025 that provides discretionary portfolio management and tailored investment advice to individuals, trusts, estates, retirement plans, corporations and private funds. The brochure indicates the firm works primarily with qualified or accredited investors and does not focus on serving non‑high‑net‑worth retail individual clients.

The firm uses a core‑and‑satellite investment approach, combining low‑cost ETFs for core diversified exposure with individual securities and options in the satellite sleeve, guided by fundamental, economic, psychological and technical analysis. Accounts are managed on a discretionary basis, client restrictions can be incorporated into written investment policy statements, and the adviser executes trades individually for each account using Interactive Brokers’ trading technology.

Distinctive features noted in the brochure include the explicit emphasis on accredited/qualified investors rather than non‑HNW retail clients, a firm requirement that clients custody assets at Interactive Brokers (and a prohibition on directed brokerage), and a practice of not aggregating orders across accounts. The firm also discloses a written code of ethics with pre‑approval and trade‑logging for personal trading and an outside business activity—an account executive role requiring about five hours per week—by its principal.