Hello there

Phoenix Flex Notes

On-Demand Webinar · 10 min

Get briefed on the basics,
in 10 minutes.

6–7% fixed annual interest* · $1,000 minimum · IRA eligible²

Phoenix Flex Notes: The 10-Minute Summary

Matt Willer · Managing Director, Capital Markets

Jump to a chapter

Meet with Capital Markets

Available now

A+

BBB ratingBased on 146 reviews³

4.8/5

Trustpilot ratingBased on 327 reviews⁴

#33/300

Fastest Growing CompaniesFinancial Times, Americas, 4/17/25⁵

Real Investors, Real Experiences²

“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].

*9-13% Private Placement offering for accredited investors, 9-12% for the Registered Offering. 6-7% for the Phoenix Flex Notes Offerings. Rates are fixed depending on chosen maturity or set put interval.

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.
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.
Financial Times. (2025, April 2). FT Ranking: The Americas’ Fastest-Growing Companies 2025. Based on revenue growth between 2020 and 2023.