Brandywine Oak Private Wealth
44yrs
Top advisor by experience in Kennett Square
26yrs
Sam John
Financial advisor at Phronimos Capital
Based in Kennett Square, Pennsylvania, Sam John is a financial advisor with 26 years of industry experience. Sam has been with Phronimos Capital since 2017. Sam holds the CFA designation.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
OfficeKennett Square, PA
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$2.05 million
States licensed ?1 state
Services through Phronimos Capital
Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowPhronimos Capital, LLCCurrent firm
Questions to ask Sam
Tailored to Sam’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sam
How do I contact Sam?
Call Phronimos Capital at (424) 781-7871 and ask for Sam John. Sam works from the Kennett Square, PA office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Sam hold?
Series 63. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sam paid?
Phronimos Capital reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Sam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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