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| Keyboard |
| Rhodes Investment Advisors Inc
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|---|---|
| CRD # | 114245 |
| SEC # | 801-117510 |
| CIK # | |
| AUM | 376.3 M (2025-10-10) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 817-334-0455 |
| Address | 306 West 7th Street Fort Worth, TX 76012 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 293.8 |
| (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 | 16 | 82.5 |
| (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 | 815 | 376.3 |
| By Discretionary | ||
| Discretionary | 465 | 185.1 |
| Non-Discretionary | 350 | 191.2 |
| Total | 815 | 376.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.3 | |
| Total | 815 | 376.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Family Legacy Inc
✚
|
SC | 377.3 M |
|
New River Financial Group LLC
✚
|
VA | 377.1 M |
|
JPS Financial LLC
✚
|
OH | 377.0 M |
|
NorthStar Advisory Group LLC
✚
|
NJ | 377.0 M |
|
Advisor Share Wealth Management LLC
✚
|
WA | 376.9 M |
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |
|
Concorde Financial Corporation
✚
|
TX | 376.2 M |
|
Stonecrest Wealth Management Inc
✚
|
AZ | 375.8 M |
|
Prosperity Advisers LLC
✚
|
PA | 375.8 M |
|
Marin Bay Wealth Advisors LLC
✚
|
CA | 375.6 M |