RHODES INVESTMENT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $376.3M |
| Discretionary | $185.1M49% of AUM |
| Non-Discretionary | $191.2M |
| Client Accounts | 815 |
| Avg Account Size | $462K |
| Employees | 9 |
| Peak AUM | $376.3MJul 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $376M | +41.4% | +2.3% | +6.8% | |
| Discretionary AUM | $185M | ||||
Key Metrics
| Total AUM | $376.3M |
| Discretionary | $185.1M |
| Employees | 9 |
| Client Accounts | 815 |
| Client Range | 0 |
Contact & Location
Address
306 WEST 7TH STREET
FORT WORTH TX 76012
Phone
817-334-0455
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourlyCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$185M
49.2% of AUM
Non-Discretionary
$191M
50.8% of AUM
Disc. mix ▼ 10.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Broker-DealerPension Consultant