Rhodes Consulting Group LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$1.2M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154243
Fee structure
Percentage of AUM
Client types
  • HNWI94.91%
  • Individuals5.09%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Rhodes Consulting Group LLC is an independent, individual-owned Registered Investment Adviser that provides portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and identifies its primary clientele as individual and family investors rather than institutional or pension plans. Rhodes does not position itself as an ESG-focused manager, and its adviser status is limited (not registered as a multi-state adviser in the source data). Service activity centers on discretionary portfolio management. The firm’s operating structure is an LLC and it is described as an established adviser rather than a newly formed shop. Its stated advisory activity is focused on managing portfolios for private clients and small business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Caxton Rhodes

    Caxton Rhodes

    PresidentCRD 5803619

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth