Rhodes Investment Advisors, Inc.

RIASEC Registered

Total AUM

$419M

Discretionary

$214M

51% of AUM

Avg account

$521K

Accounts

805

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 114245
Registered since: October 18, 2019
Website: www.rhodessecurities.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: Individuals80.06%
Pension & Profit Sharing Plans19.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rhodes Investment Advisors, Inc. is an independent, privately owned registered investment adviser that the firm registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator that selects third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Rhodes also operates as an insurance broker and uses a mix of fee models (percentage of AUM, hourly charges) and commission-based arrangements. The firm does not position itself as an active ESG investor. Its practice combines discretionary and non‑discretionary mandates and it reports a preference for implementing portfolios largely through public funds and mutual funds as documented in its ADV.