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Phlox Capital Management is now Krilogy Texas

KRILOGY TEXAS HEADQUARTERS
Dallas, TX

Republic Center
325 N. Saint Paul St.,
Ste 2240
Dallas, TX 75201

P: (214) 238-5640

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CONTACT US
Krilogy Dallas Team

Krilogy Texas Headquarters: Dallas, TX

Krilogy Dallas Team

left to right: Fran Sanchez, Joe Martinez, Kristin Fomon

Welcome to Krilogy Texas1, a team of wealth management professionals who serve as trusted guides on each client’s wealth management journey. Backed by the power of the Krilogy team of wealth professionals, portfolio managers, market specialists, financial planners, tax and estate attorneys, Krilogy Texas provides the most comprehensive wealth management experience.

Krilogy Texas was formed in 2023 when Phlox Capital Management of Dallas joined forces2 with Krilogy, and is led by Managing Partner Joe Martinez. Joe’s passion for helping people, leveraging his investment knowledge and leading with the core beliefs in transparency, independence and commitment to fiduciary care married seamlessly with Krilogy’s values and approach to client service. It was immediately clear that the best way for his team to continue enhancing the client experience was to join Krilogy. This empowers clients to take advantage of Krilogy’s robust expertise and depth of talent in all areas of wealth management.

Individual Wealth Management and Planning (K) Plans Institutional Advisory Portfolio Management

As is the case with the entire Krilogy organization, Krilogy Texas:

  • Operates under Krilogy an independent Registered Investment Advisory (RIA) firm
  • Commits to fierce independence to create financial plans to meet each client’s goals
  • Serves clients as a fiduciary
  • Offers a best-in-class investment platform and advanced technology for 24/7 account access
  • Embraces the firm’s values of dedication, abundance, leadership and respect

We look forward to seeing you soon in the Krilogy Texas Headquarters office, and invite you to get to know our team!

 

Our Dallas Team

Brittany Griggs
Associate Wealth Advisor
Francisco Sanchez
Associate Wealth Advisor
Joe Martinez
Managing Partner, Krilogy Texas
Kristin E. Fomon
Partner and Senior Wealth Advisor

1Krilogy Texas is a division of Krilogy Financial (“Krilogy”) providing services through Krilogy, a Securities and Exchange Commission (“SEC”) registered investment advisor.

2As of October 1, 2023

Krilogy Texas team Kristin Fomon and Fran Sanchez

Phlox Capital Management Joins Krilogy® to Form Krilogy Texas

August 24, 2023: St. Louis, MO — Krilogy®, an independent wealth management firm headquartered in St. Louis, and Dallas-based Phlox Capital Management have joined forces to form Krilogy Texas. The firm will operate from the former Phlox location in Dallas with an established team of advisors hailing from both Krilogy and Phlox. Krilogy Texas is planning for growth in its Dallas office with the addition of advisors, as well as tax and legal professionals in the coming 12-18 months.

Read More

  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure