RIA Intel›Advisers›Texas›RHODES INVESTMENT ADVISORS, INC.

RHODES INVESTMENT ADVISORS, INC.

Advisory

N·FORT WORTH, TX

Data as of Jul 30, 2024 · Source: SEC Form ADV

Total AUM

$376M

1-Year AUM Growth

+5.7%

3-Year CAGR

-8.4%

Employees

9

Assets Under Management

Total AUM$376M

Discretionary AUM$185M

Non-Discretionary AUM$191M

Discretionary %49.2%

Total Clients815

Team

Total Employees9

Investment Advisers9

Employee Growth (1Y)-18.2%

Filing History

Total Filings on Record15

First FilingSep 18, 2019

Latest FilingJul 30, 2024

🔒 Full AUM trend chart and 15 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RHODES INVESTMENT ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.