Rhodes Investment Advisors, Inc. is a large advisory firm based in Fort Worth. It manages $226.89 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Kansas, Louisiana, New Mexico, and 3 other states.
Rhodes Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rhodes Investment Advisors, Inc. is $226.89 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rhodes Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Rhodes Investment Advisors is individuals with 950 clients and $226.89 million of assets under management. Among the 8 most similar advisory firms, Rhodes Investment Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $226.89 million for 950 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rhodes Investment Advisors doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rhodes Investment Advisors, Inc. performs its advisory services is located at 306 West 7 Th Street, Fort Worth, TX 76012, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-334-0455 or by fax 817-334-0063. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rhodessecurities.com.