Since 1992, Phillips Holdings has identified and invested in exceptional opportunities across the financial services sector. We combine rigorous analysis with patient capital to build enduring value.
Based in Kansas and serving institutional and individual partners nationwide, we bring over three decades of experience in bank holdings, financial investments, and strategic asset management.
Founded in 1992, Phillips Holdings was built on a fundamental belief: the best investments come from deep understanding, not quick decisions. For over 30 years, we've applied this philosophy to identify undervalued opportunities in the financial services sector, building a diverse portfolio of bank holdings and strategic financial investments.
We're not market timers or trend followers. We're long-term thinkers who invest in businesses we understand, led by people we trust. Our approach combines institutional-grade analysis with the agility and conviction of an independent holding company.
Our track record speaks for itself: strategic partnerships with over 10 trusted financial institutions, disciplined risk management, and consistent focus on sustainable, compounding growth.
Strategic ownership and oversight of community and regional banking institutions. We partner with established banks that demonstrate strong fundamentals, exceptional management teams, and meaningful community impact.
Direct investments in financial services companies with proven business models and competitive advantages. Our focus is on businesses generating consistent cash flow with clear paths to growth.
Comprehensive due diligence, financial modeling, and risk analysis. We stress-test every investment against multiple scenarios to ensure it meets our standards for risk-adjusted returns.
Building and maintaining long-term relationships with financial institutions, management teams, and co-investors who share our values and investment philosophy.
Four core principles guide every investment decision we make.
We don't chase headlines. Every investment begins with comprehensive analysis—understanding the business, the industry dynamics, and the competitive landscape before committing capital.
We measure success in years, not quarters. Our long-term horizon allows us to weather market volatility and capitalize on opportunities others overlook.
A concentrated portfolio of high-conviction investments outperforms a scattered approach. We invest meaningfully in businesses we know intimately.
We invest alongside our partners. When our success is tied to yours, we make better decisions together.
CEO & Vice President
Leading Phillips Holdings' strategic vision and investment decisions. With a track record of identifying undervalued opportunities in the financial services sector, Cody brings a disciplined, research-driven approach to capital allocation and portfolio management.
Partnering with industry leaders to serve you better
For investment inquiries or partnership opportunities, contact our team directly.
4925 S Broadway Ave, Suite 3667
Wichita, KS 67216
(800) 620-0287
cody@phillipsholdings.net
110 W. State
Phillips, KS 67661
For investment inquiries or partnership opportunities, contact our team directly.