Rhodes Investment Advisors

Rhodes Investment Advisors

Founded in 1996, Rhodes Investment Advisors operates alongside its affiliate broker-dealer, Rhodes Securities, Inc., which has been family-owned since 1987. The Fort Worth, Texas-based firm provides portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, and corporations, according to its regulatory disclosures. The wealth origin behind the family ownership has not been publicly detailed. The firm delivers investment management through individual securities, stocks, bonds, and mutual funds, with a stated focus on retirement planning and money management. Its website emphasizes consolidation of client assets into a single managed location and highlights a relationship-first, no-pressure ethos. Rhodes Securities, Inc. offers broker-dealer services to independent registered representatives, while Rhodes Investment Advisors provides the RIA platform. The firm maintains custody through First Clearing, a Wells Fargo affiliate. Rhodes positions itself as a small firm with institutional-grade tools, explicitly removing account minimums to serve non-millionaire clients. The dual structure — an independent broker-dealer and a registered investment advisor under common family ownership — allows it to support both commission-based and fee-based advisory models. The firm has not disclosed assets under management, total client assets, or advisor headcount. Structurally, the firm blends a broker-dealer network for independent financial consultants with a direct-to-client RIA, a hybrid model that is uncommon among strictly single-family offices. The nearly four-decade family ownership suggests a succession model embedded in the operating business rather than a family office designed to manage a discrete liquid wealth pool.