What You'll Get

Everything you need to decide
before you invest a dollar:

Guide to Fixed-Income Investing

A plain-English look at how fixed-rate bonds work, how they compare to other options, and the risks to weigh.

Check Your Inbox Anytime

Revisit your guide and short video explainers whenever it's convenient for you.

Short Video Explanations

Watch 5-minute videos on our offerings, how interest is paid, and how Phoenix Energy works as an oil & gas company.

A Call From Our Licensed Reps

A real conversation with a licensed representative who answers your questions and helps you find the right fit.²

Real Investors, Real Experiences²

Hear from a few of our investors¹

“Everything advertised and promised has been delivered. We’ve been with Phoenix for 11 months and couldn’t be happier — especially the quarterly updates.”

Harold K.

Everything about the investment- including the risks involved- was clearly laid out both in the webinar and follow up questions. No pressure sales pitch. Very prompt and courteous customer service.

S.A.

The staff and the returns on my investment are wonderful. Phoenix Energy is indeed one of the best private firm presently. I even intend to quadruple my initial investment very soon.

Raymond M.

As of 8/14/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
The testimonials may not be representative of other investors and are no guarantee of future performance, success of the Company, or return on investment. Trustpilot and BBB ratings reflect the reviewer’s or agency’s assessment of the Company’s customer service and general business practices — not an evaluation or endorsement of any specific investment, security, or offering. As of 9/04/26. Trustpilot and BBB are independent, unpaid third-party review platforms; each platform’s methodology is available on its website. Some reviews have been lightly edited for spelling, punctuation, and grammar, with substantive edits marked in [brackets].

How it Works

Four simple steps from curious to interest payments

Fill Out the Form

Tell us how to reach you and what you're interested in. It takes one minute — no account needed.

Speak With a Licensed Rep

A licensed representative answers your questions about terms, risks, and how interest is paid.

Explore the Right Fit

Compare our offerings and payment options, including the use of qualified funds like IRAs and 401(k)s.⁴

Start Earning Up to 13%

Fund your bond purchase and choose monthly interest payments or monthly compounding.³

A+

Phoenix Energy's BBB rating⁵

Based on 146 reviews

4.8/5

Phoenix Energy's Trustpilot rating⁵

Based on 327 reviews

7,600+

Investors like you⁸

97%

Investor satisfaction rate⁶

#33

FT Americas' Fastest-Growing, of 300⁷

Questions About Phoenix Energy?

We're here for you

See If It's Right For You

Fill out the form to learn how you can earn up to 13% annual interest with flexible terms.

The Private Placement Offering (Regulation D) is exempt from the registration requirements of the Securities Act and only “accredited investors,” as defined in Rule 501 of Regulation D, may invest in such offerings. Accredited investors are defined as individuals with a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, with a reasonable expectation of the same in the current year. Learn more about accreditation requirements. Please refer to the Company’s filings with the SEC. To participate in the Registered Offering, investors do not need to to meet these accreditation requirements.
Suitability and identity verification are required before any investment.
Compounding interest accrues monthly and is added to the then-outstanding principal amount of the bond or note with no interest payment until maturity.
Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you.
As of 8/28/26, Better Business Bureau is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy. As of 8/14/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.
The poll was conducted at the Company’s quarterly investor update on March 19, 2026. A total of 840 responses were collected from existing investors, with 733 respondents (87%) reporting they were ‘Very Satisfied’ and 84 (10%) ‘Somewhat Satisfied.’ An additional 17 respondents (2%) selected ‘Neutral,’ and only 6 respondents (1%) expressed dissatisfaction. Past performance is not indicative of future results.
Financial Times. (2025, April 2). FT Ranking: The Americas’ Fastest-Growing Companies 2025. Based on revenue growth between 2020 and 2023.
Approximate count of unique investors across all current and matured Phoenix Energy offerings.