Rhodes Consulting Group LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$1.2M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154243
Fee structure
Percentage of AUM
Client types
  • HNWI94.91%
  • Individuals5.09%
Services
Portfolio Management for Individuals

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Caxton Rhodes

    Caxton Rhodes

    PresidentCRD 5803619

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth