FORT WORTH, TXCRD 114245Latest ADV October 10, 2025
Rhodes Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated October 10, 2025, reports $376M in regulatory assets under management, 9 employees, 3 offices, and 815 accounts.
Assets Under Management
$376M
Employees
9
Offices
3 offices
Total Clients
815
Primary office
FORT WORTH, TX
306 WEST 7TH STREET, SUITE 1000, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
799
2
Pension Plans
2.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$376Mas of October 10, 2025
Discretionary49.2%
$185M
49% of total RAUM49.2%
Non-discretionary50.8%
$191M
51% of total RAUM50.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$376M
Total Accounts815
10Y AUM Change+$149M (+65.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee91:1
10Y Employee Change-3 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.