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| Rhodes Investment Advisors Inc
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| |
|---|---|
| CRD # | 114245 |
| SEC # | 801-117510 |
| CIK # | |
| AUM | $266.2 MM (2024-07-30) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 817-334-0455 |
| Address | 306 West 7th Street Fort Worth, TX 76012 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 266.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 266.2 |
| By Discretionary | ||
| Discretionary | 455 | 159.4 |
| Non-Discretionary | 344 | 106.7 |
| Total | 799 | 266.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.2 | |
| Total | 799 | 266.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
|
Slayton Lewis Inc
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|
UT | 0.3 |
|
Bridgewater Asset Management LLC
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MO | 0.3 |
|
Genesis Private Wealth LLC
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|
VA | 0.3 |
|
Stephenson and Company Inc
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|
CA | 0.3 |
|
Buttonwood Wealth LLC
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|
VA | 0.3 |
|
Wisconsin Capital Management LLC
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|
WI | 0.3 |
|
Goodwin Investment Advisory LLC
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|
GA | 0.3 |
|
Graystone Partners Wealth Management LLC
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|
AZ | 0.3 |
|
First Financial Advisors Inc
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|
MI | 0.3 |