Get started with as little as $5,000¹
Fixed-rate offerings for all investors.²
Note: Interest rate is fixed but the applicable rate depends upon the term of the bond purchased.
1. The $5,000 minimum investment applies solely to the Registered Offering. Investments made under Regulation D (the Private Placement Offering) are available to accredited investors only and require a minimum investment of $25,000.
2. 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.
1.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.
2.Total interest paid is reflective of total interest paid and accrued on all bonds and notes issued by the Company and its subsidiaries (including Adamantium) through 6/30/26. This amount includes $308.6 million paid to investors and does not include any payments paid to any other parties, including lenders. The interests paid and accrued includes a portion of interest related to bonds and notes for which Crescent Securities Group, Inc. did not serve as the Managing Broker Dealer but is consistent with the disclosure by the Company in its audited financial statements.
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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Learn about our business, the oil & gas industry, and our offerings through an engaging 1-hour presentation.
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Fixed-rate corporate bonds can be used as a potential source of income, whether within retirement plans or as part of a monthly income strategy.
Investors can receive monthly interest payments or select monthly compounding to increase returns.¹
Phoenix Energy offers income-focused investors fixed-rate corporate bonds from a company with active oil and gas operations and holdings in oil and gas assets across established U.S. basins.
To meet your financial goals, choose maturity lengths, ranging from 1 to 11 years, depending on the offering.³
Invest using qualified funds such as your Individual Retirement Account (IRA) to potentially access tax-deferred benefits.²
Note: Investing involves risk. Please read the Disclosures at the bottom of this page.
1. Compounding interest accrues monthly and is added to the then-outstanding principal amount of the bond or note with no interest payment until maturity.
2. *Qualified funds such as traditional IRA, simple IRA, Roth IRA , and 401K are available through our IRA partners. 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. To learn more click here.
3. 1, 3, 5, 7, or 11 years for the Private Placement offering for accredited investors, and 3, 5, 7, or 11 years for the Registered Offering.
Phoenix Energy offers income-focused investors fixed-rate corporate bonds from a company with active oil and gas operations and holdings in oil and gas assets across established U.S. basins.
To meet your financial goals, choose maturity lengths, ranging from 1 to 11 years, depending on the offering.³
Invest using qualified funds such as your Individual Retirement Account (IRA) to potentially access tax-deferred benefits.²
Fixed-rate corporate bonds can be used as a potential source of income, whether within retirement plans or as part of a monthly income strategy.
Investors can receive monthly interest payments or select monthly compounding to increase returns.¹
Note: Investing involves risk. Please read the Disclosures at the bottom of this page.
1. Interest accrues monthly and is added to the then-outstanding principal amount of the bond with no interest payment until maturity.
2. *Qualified funds such as traditional IRA, simple IRA, Roth IRA , and 401K are available through our IRA partners. 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. To learn more click here.
3. 3. 1, 3, 5, 7, or 11 years for the Private Placement offering for accredited investors, and 3, 5, 7, or 11 years for the Registered Offering.
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...
NOTE: The testimonials may not be representative of other investors not listed on this slide. The testimonials are no guarantee of future performance or success of the Company or a return on investment. Trust Pilot, Better Business Bureau, and Google Reviews are independent third party review platforms and is are not paid for or influenced by the Company, Crescent or the applicable broker-dealer representative. The methodology, criteria, guidelines, etc. for each review can be found at the applicable website of each third party reviewer.
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.Learn more about Phoenix Energy in an engaging 1-hour presentation.
Engage in a live Q&A session to get answers directly from a Capital Markets representative.¹
Learn about our business, the oil & gas industry, and our offerings.
Understand the data-driven business strategy we use in our mineral rights acquisitions and in our oil & gas operations.
Learn about our corporate offerings, with annual interest rates ranging from 9–13%.²
GET THE ANSWERS YOU NEED
Phoenix Energy may redeem the bonds issued pursuant to its Private Placement Offering and Registered Offering at the face value of the bond plus any accrued by unpaid interest.
No. We sell bonds directly to investors through our investor portal. We have a dedicated sales team that can assist you. Please contact investorrelations@phoenixenergy.com
Yes. We accept bond purchases through any domestic legal entity subject to verification of the organizational documentation, authority, and tax ID.
Of course. The investor relations team can be reached by phone (303) 376-9778 or email (InvestorRelations@phoenixenergy.com) anytime.
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.
Yes, Phoenix Energy provides a monthly statement and report to each investor. Your statement can be accessed and downloaded through the Phoenix Energy portal.
DISCLAIMER
This website contains forward-looking statements, which are statements regarding all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding Phoenix Energy’s current views, hopes, intentions, beliefs, or expectations concerning, among other things, its results of operations, financial condition, liquidity, prospects, growth, strategies, and position in the markets and the industries in which its operates. These forward-looking statements are generally identifiable by forward looking terminology such as “expect,” “believe,” “anticipate,” “outlook,” “could,” “target,” “project,” “intend,” “plan,” “seek,” “estimate,” “should,” “will,” “approximately,” “predict,” “potential,” “may,” and “assume,” as well as variations of such words and similar expressions referring to the future.
Forward-looking statements are based on Phoenix Energy’s beliefs, assumptions, and expectations, taking into account currently known market conditions and other factors. Phoenix Energy’s ability to predict results or the actual effect of future events, actions, plans, or strategies is inherently uncertain and involves certain risks and uncertainties, many of which are beyond its control. Phoenix Energy’s actual results and performance could differ materially from those set forth or anticipated in its forward-looking statements. Factors that could cause Phoenix Energy’s actual results to differ materially from the expectations described in the forward-looking statements include, but are not limited to, the factors described in its Final Offering Circular entitled “Risk Factors.”. Oral information provided in connection with presentations or discussions with investors may similarly include forward-looking statements. When considering forward-looking statements, you should keep in mind the risk factors and other cautionary statements included in this website, the Final Offering Circular and Phoenix Energy’s other filings with the SEC. You are cautioned that the forward-looking statements included in this website are not guarantees of future performance, and there can be no assurance that such statements will be realized or that the forward-looking events and circumstances will occur. Any forward-looking statement made by Phoenix Energy speaks only as of the date on which it is made, and Phoenix Energy undertakes no obligation to publicly update any forward-looking statement except as may be required by law.
The Bonds are highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment is illiquid. The Preferred Shares are also highly speculative. Investing in these securities involves significant risks. The investment is suitable only for investors who can afford to lose their entire investment. Investors must understand that such investment could be illiquid for an indefinite period of time. The Preferred Shares are listed on the NYSE American LLC (“NYSE American”) under the symbol “PHXE.P.” No assurance can be given that an active trading market for the Preferred Shares will develop. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities, and shall not constitute an offer, solicitation, or sale of any security, in any jurisdiction in which such offering, solicitation, or sale would be unlawful.
