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Philippe Georges Khouri

PIP CAPITAL & CONSULTING
DELRAY BEACH, FL
·CRD# 4226774·26 years registered

Professional Summary

Philippe Georges Khouri, who also goes by Philippe G Khouri, is a registered financial advisor currently at PIP CAPITAL & CONSULTING, LLC located in Delray Beach, Florida. Philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Philippe has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Philippe G Khouri

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years registered in the securities industry

Current & Past Employments

Current

PIP CAPITAL & CONSULTING, LLCCurrent·CRD# 297807
RIA
Delray Beach, FL
December 14, 2018 - Present

Past

CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Westlake, TX
November 24, 2000 - September 13, 2001

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Current Firm

PC
PIP CAPITAL & CONSULTING, LLC

PIP CAPITAL & CONSULTING, LLC

CRD#: 297807
Florida
Registered Investment Advisory firm - Florida (12/14/2018 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (11/18/2022 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/3/2026 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Delray Beach, FL

Phone Number

(815) 557-7862

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

62

AUM (Assets Under Management)

$30,071,730

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(12/14/2018)
IAR
Missouri
(11/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2000About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Philippe Georges Khouri's CRS (Customer Relationship Summary).

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