Phoenix Energy Logo
Join a Webinar
The Phoenix Story

Always Rising

We began this journey as a small company reaching out to small landowners. Management is focused on sustainable growth to continue to capture more of the addressable market and further bolster America’s energy independence.

Join the Phoenix Family
A Family Founded Company

Bringing Phoenix Energy to Life

We all seek purpose—through family, work, or personal mission. For Daniel and Charlene Ferrari, that journey began with blue-collar roots and a devotion to everyday people. The rise of Phoenix Energy reflects their belief in hard work, faith, and putting Main Street before Wall Street.

Daniel and Charlene Ferrari smiling together in their kitchen

2017

In 2017, a routine flu shot left Daniel Ferrari paralyzed from the neck down—an event that changed everything. But his resilience and determination to rebuild became his defining traits, shaping both his life and business. The name “Phoenix” symbolizes the family’s journey: a powerful rebirth marked by hope, grit, and rising stronger from adversity.

2019

In 2019, Daniel and Charlene Ferrari founded Lion of Judah Capital to invest in the backbone of American energy—upstream oil and gas—and Phoenix Capital Group Holdings, LLC was formed. With roots in factory work and small business, their mission was to serve the common worker and honor the values of integrity, hard work, and honest labor.

We began operations with the development of our specialized software system, which we have designed and improved over time to support our ability to identify, analyze, underwrite, transact, and manage our oil and gas assets. We acquired our first mineral interest asset and began to generate revenue.

The Ferrari family, founders of Phoenix Energy, posing together for a portrait on a lawn
Adam Ferrari with Christ and Scadden in hard hats at a Phoenix Energy drilling rig

2020–2022

In 2020, we expanded our operations and team to include specialists across a variety of key focus areas. From 2020 to 2024, we experienced significant growth in operations.

  • July 2020: First Regulation D offering launched
  • October 2020: Regulation D 506(c) offering launched
  • December 2021: First Regulation A+ offering⁠1
  • November 2022: Expanded mineral portfolio

2023–2024

Beginning in mid-2023, we commenced direct drilling operations, building on the mineral and royalty foundation the family started in 2019.

  • September 2023: First operated well spudded
  • January 2024: First Phoenix-drilled production
  • June 2024: 10 new wells online
Gold and blue drill bits lined up in the foreground with a drilling rig behind them at a well site
Phoenix Energy logo over a drilling rig and well site at dusk

Early 2025

Following the success of its newly established operating arm, the company rebranded from Phoenix Capital Group Holdings to Phoenix Energy One (DBA Phoenix Energy)—a move that reflects its evolution from a focus on royalty assets into a full-fledged energy production company firmly rooted in the Williston Basin of Montana and North Dakota, steadily expanding its footprint and delivering standout production results.

  • April 2025: Ranked 33 of 300 on the Financial Times’ Americas’ Fastest-Growing Companies list⁠2

Mid-2025

On May 14, 2025, we began offering notes to investors pursuant to a registration statement on a Form S-1 under the Securities Act of 1933, as amended (including a prospectus) filed with the SEC.

  • June 2025: First 4-mile lateral
Presenter speaking to investors seated around a long conference table, with a Phoenix Energy welcome screen behind him
Phoenix Energy team gathered on the New York Stock Exchange trading floor

Sept 2025

As of September 30, 2025, Phoenix Energy is now a publicly traded company with its preferred shares listed on the NYSE American under the ticker PHXE.P (sometimes appearing stylized as PHXE-P, PHXE-PR, or PHXE/P on different brokerage platforms).⁠1

July 2026

  • Phoenix Flex Notes launched
  • Production exceeds 50,000 BPD⁠3
  • 20 million cumulative barrels produced⁠4
Lit-up Phoenix Energy drilling rig at the Scadden pad at sunrise
Our Approach

What Sets Phoenix Apart

As we grew, we wanted to expand rapidly, but reaching out for big institutional investments meant that we’d lose a large part of the equity we’d worked so hard to build. The JOBS Act⁠5 ​allows us to reach out to a large audience of investors. We are in a position to raise funds and generate value for investors in a way that inspires us and aligns with our values.

What Guides Us

Our Values

Strategic

Our technology is designed to predict future income potential from land assets. We believe this intelligence, paired with our negotiating prowess, helps us to unlock significant value.

Disciplined

We use well-defined criteria to target and maintain a balanced portfolio of high-quality oil and gas assets.

Growth-Focused

Management is focused on growth, with the goal of expanding our share of the addressable market and supporting America’s energy independence.

Footnotes

  1. 1 Phoenix Energy One, LLC offered its Series A Cumulative Redeemable Preferred Shares through the use of an offering statement that was qualified by the Securities and Exchange Commission under Tier II of Regulation A of the Securities Act of 1933, as amended. Before investing, you should read all of the documents Phoenix Energy has filed on EDGAR with the SEC at www.sec.gov. The preferred shares are speculative, with limited liquidity, and you may lose some or all of your investment. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities.
  2. 2 Financial Times, “The Americas’ Fastest-Growing Companies 2025” (April 1, 2025), ft.com/americas-fastest-growth-2025. Phoenix Energy ranked 33 out of 300 based on revenue growth from 2020 to 2023.
  3. 3 As of 7/23/26.
  4. 4 As of 7/29/26.
  5. 5 Jumpstart Our Business Startups (JOBS) Act. See sec.gov/spotlight/jobs-act.