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RHODES INVESTMENT ADVISORS, INC.
CRD 114245File 801-117510
APPROVED
Retail clients
Disclosure events
Filing as of Oct 10, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$376.3M
Below cohort median (national)
Discretionary AUM
$185.1M
Non-discretionary $191.2M
Clients
815
815 accounts
Employees
9
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 18, 2019
- Principal office
- 306 WEST 7TH STREET, SUITE 1000, FORT WORTH, TX, 76012
- Phone
- 817-334-0455
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $376.3M
- Discretionary AUM
- $185.1M
- Non-discretionary AUM
- $191.2M
- Discretionary accounts
- 465
- Non-discretionary accounts
- 350
- Total accounts
- 815
- AUM per client
- $462K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 16 | $82.5M |
| Individuals (other than high net worth individuals) | 799 | $293.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.