RIA Intel›Advisers›Illinois›RHODES CAPITAL MANAGEMENT, INC.

RHODES CAPITAL MANAGEMENT, INC.

Advisory

BATAVIA, IL

Data as of Nov 16, 2022 · Source: SEC Form ADV

Rank in IL

#1,424

of 1,719 advisers by AUM

Average account

$308K

across 65 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 16, 2022.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

37 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

LAKSHMI WEALTH MANAGEMENT, LLC

$20M

BLUEVIEW INVESTMENT LLC

$20M

CORNERSTONE ASSET MANAGEMENT, INC.

$20M

CENACLE CAPITAL MANAGEMENT, LLC

$20M

$20M

PROSPECT TRADING LLC

$20M

Get the full picture on RHODES CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RHODES CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans