Rhodes Consulting Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 154243
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.91%
- Individuals5.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rhodes Consulting Group LLC is a small, fee-based advisory focused on portfolio management for individuals and small businesses. The firm runs discretionary mandates and shows a clear preference for equity exposure, using exchange-traded securities as the primary building block of client portfolios. Its client base is concentrated—twelve households—so investment decision-making is likely tailored and relationship-driven rather than model-driven at scale. Although the firm is not a multi-state adviser or a pension consultant, it does allocate client capital to third-party alternative managers. That allocation includes private equity, venture capital, hedge funds, commodities and oil & gas — external fund managers rather than in-house private capital vehicles. This indicates the firm supplements liquid, listed equity sleeves with illiquid, return-seeking strategies for clients who qualify and whose objectives align. Rhodes Consulting Group charges a percentage-of-AUM fee and operates as an individual-owned LLC serving primarily individual and family clients. It does not flag ESG as an active investment driver, so construct decisions appear driven by risk/return and liquidity preferences rather than formal ESG mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Caxton Rhodes
PresidentCRD 5803619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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