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 an independent, individual-owned Registered Investment Adviser that provides portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and identifies its primary clientele as individual and family investors rather than institutional or pension plans. Rhodes does not position itself as an ESG-focused manager, and its adviser status is limited (not registered as a multi-state adviser in the source data). Service activity centers on discretionary portfolio management. The firm’s operating structure is an LLC and it is described as an established adviser rather than a newly formed shop. Its stated advisory activity is focused on managing portfolios for private clients and small business owners.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Similar firms
True North Financial Services, LLC
RIATowson Financial Advisors, LLC
RIAMeasured Strategies LLC
RIAInvestment Initiatives, LLC
RIAFreund & Co Investment Advisors, L.C.
RIAChesterfield, MO