THE PHOENIX STORY
A Family Founded company
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.
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.
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.
Beginning in mid-2023 we commenced direct drilling operations and spudded our first wells in the third quarter of 2023 and our first owned well commenced hydrocarbon production in January 2024.
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.
On May 14, 2025, we began offering corporate bonds 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.
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).
We began this journey as a small company reaching out to small landowners. 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 Act¹ 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.
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.
We use well-defined criteria to target and maintain a balanced portfolio of high-quality oil and gas assets.
Management is focused on sustainable growth to continue to capture more of the addressable market and further bolster America’s energy independence.
Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments within our Private Placement Offerings. Bonds may be purchased with qualified funds including some IRAs.²
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WHERE TO FIND US
1411 W Dakota Parkway #2BWilliston, ND 58801
701-404-9457
6414 Wickum Road NWWilliston, ND 58801
701-404-9457
