RIA Intel›Advisers›Maryland›RODA INVESTMENT MANAGEMENT, LLC

RODA INVESTMENT MANAGEMENT, LLC

Advisory

MD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$227K

across 110 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD, VA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

80 clients

30 high-net-worth

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

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Advisers of similar size in MD

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

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CHRISTOPHER H. RHIM

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$25M

HILL-TOWNSEND CAPITAL, LLC

CHEVY CHASE, MD

$25M

ACP INVESTMENT GROUP, LLC

$24M

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