Eighty Rods Advisors

RIASEC Registered
Total AUM
$14.8M
Discretionary
$10.4M
70% of AUM
Avg account
$436K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332877
Custodians
CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI98.31%
  • Individuals1.69%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eighty Rods Advisors is a small, owner-operated limited liability company that acts as a capital allocator for individual and small business clients. The firm concentrates on fee-based financial planning and portfolio management, and it also provides selection of other advisers and runs educational seminars and workshops. Pricing is centered on hourly charges and fixed fees rather than percentage-based asset fees. Investment activity is weighted toward pooled public vehicles—chiefly mutual funds—while the firm also allocates to third-party alternative managers. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser. As an allocator that selects external managers, it leans on outside expertise for hedge fund and real estate exposure rather than running those strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Private Funds 30%, Exchange Traded Equities 9%, Cash & Cash Equivalents 9%, US Government Bonds 3%49%
  • Public Funds/Mutual Funds49%
  • Private Funds30%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents9%
  • US Government Bonds3%

Owners & executives

1 of 1
  • Robert Chambers

    Robert Chambers

    Owner, Chief Compliance OfficerCRD 4663735

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth