We offer fixed-rate corporate bonds with various maturities – designed to meet a range of financial goals for our investors. Phoenix Energy is a rising leader in the oil & gas industry: driving production, job creation, & American energy independence.
6-7%
9-12%
9-13%
9-12%
Open to all investors regardless of accreditation status with a lower point of entry.
9-13%
Open to accredited investors seeking to diversify their portfolios with higher interest rates.
We know our 9-13% annual interest rate* offerings are what brought you here, but there’s even more to love about an investment with us.
Fund your bond investment with eligible accounts.6
Get monthly interest payments or monthly compounding interest.7
Fixed-rate bonds designed to provide monthly returns.*
Choose maturities ranging from 1 to 11 years.
Review our offerings, investments minimums, & term lengths to determine the best fit.
Use our intuitive investment portal, or call our helpful support team. We’re available to help you through the process.
Choose monthly interest payments deposited directly to your bank, or let your interest compound — added back to principal each month.
The customer service is impeccable and JoAnn has been fabulous to work for!
...Phoenix is real deal. I use the monthly interest payments as portion of my self-designed pension plan, after retiring last December. I place alot of trust in Phoenix & look...
My wife and I had been looking a great place to invest our IRA,s, After searching and reading Phoenix Capital reviews we made a decision to contact them. Cameron Smart...
I received excellent costumer service. Mr. Cameron Smart was able to answer all my questions and was very informative. He replied to my emails in a timely manner. I am...
Everything advertised and promised has been delivered. We have been with Phoenix Capital for 11 months and couldn’t be happier with the experience. Especially enjoy the quarterly updates. Have worked with Devin, Natacha, Alexis, Matt and met Lindsey in the Dallas office. All are true professionals and respond quickly with clear information. We feel blessed to be a part of the Phoenix family.
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.
I honestly start liking Phoenix Energy more and more every day. 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.
January 1, 2024 - July 31, 2026
Gross average barrels of oil per day as of 07/31/26 (by week). Oil production is only from wells owned and operated by Phoenix Operating, a wholly-owned subsidiary of Phoenix Energy. Phoenix’s portfolio of royalty assets and non-operated working interests are not included in this chart.
*Certain of our non-executive personnel are licensed registered representatives of Crescent Securities Group, Inc., a member of the Financial Industry Regulatory Authority, Inc., and the managing broker dealer for our debt security offerings.
Accredited investors are defined as having 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, and reasonably expect the same for the current year.
Lean More About Accreditation Requirements
Absolutely. All of Phoenix’s investments are compatible with 401k accounts, Traditional IRAs, Roth IRAs, and Self-Directed IRAs. For specific questions about 401k or IRA eligibility, please contact InvestorRelations@phoenixenergy.com.
While no investment is entirely safe, our current assets outweigh our liabilities. Capital is immediately invested to purchase new assets that produce predictable monthly revenue for the Company. Further, we have developed a conservative hedging strategy that predicts we will be able to service our debt commitments to investors in the face of market fluctuations up to -75%. For more information on how we service our debt commitments, please contact InvestorRelations@phoenixenergy.com.
Interest is paid out on the 10th of each month starting the month after you made your initial investment.
You can access your principal investment early but this will result in a breakage fee. We have 1, 3, 5, 7, 9, and 11-year products – it is advisable that you select an option best suited to your situation.
All of our investments are available throughout all of the United States.
We work with a transfer agent to handle all payment processing and account reporting. Once an investment is made, you gain access to an investor portal with statements and information available on demand.
No. We work directly with investors to eliminate unnecessary brokerage fees and commissions.
You can invest through any domestic legal entity that has either a United States tax ID or a United States social security number.
Phoenix investments are taxed the same as any other fixed-rate bond or interest-bearing investment. You will receive a form 1099 at the end of the calendar year covering all interest paid during the calendar/tax year.
Of course. The investor relations team can be reached by phone [(303) 376-9778](tel:(303) 376-9778) or email (InvestorRelations@phoenixenergy.com) anytime. You can also contact Matt Willer, Managing Director, Capital Markets, Partner, directly at [(720) 408-1850](tel:(720) 408-1850) or mwiller@phoenixenergy.com.
