Rhodes Investment Advisors, Inc.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 114245
- Registered since
- October 18, 2019
- Website
- www.rhodessecurities.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals80.06%
- Pension & Profit Sharing Plans19.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rhodes Investment Advisors, Inc. is a corporation registered with the SEC in 2019 and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients and blends advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party managers. Fee arrangements are mixed: percentage of AUM, hourly charges and commissions are all used. Rhodes does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
J. Rhodes
CEO, Financial ConsultantCRD 4763582
Contacts
3 of 8Kevin Varrichio
Registered Sales AssistantCRD 5821507
Jordan Jones
Sales AssociateCRD 6979874
John Vann
Investment Adviser RepresentativeCRD 715885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$66.6M in ETFs
91%
$60.4M
9%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR) | First Trust | Passive | Industrials | $3.6M | 26,777 | 5.35% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 306 W 7th St
- Time zone
- CT (UTC-6)
- Office locations
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