RHODES INVESTMENT ADVISORS, INC.
CRD #114245 SEC #801-117510 FORT WORTH, TX 817-334-0455
SEC Registered Disclosures
Total AUM
$376.3M
Discretionary
$185.1M
Employees
9
Clients
0
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $376.3M | $185.1M | $191.2M | 9 | 0 |
| Jul 2025 | $376.3M | $185.1M | $191.2M | 9 | 0 |
| Jul 2024 | $266.2M | $159.4M | $106.7M | 9 | 0 |
| Jul 2023 | $251.8M | $146.4M | $105.5M | 11 | 16 |
| Jun 2022 | $322.3M | $220M | $102.2M | 11 | 0 |
| Jun 2022 | $348.5M | $233.7M | $114.8M | 12 | 0 |
| Oct 2021 | $348.5M | $233.7M | $114.8M | 12 | 0 |
| Sep 2021 | $348.5M | $233.7M | $114.8M | 12 | 0 |
| Jul 2021 | $348.5M | $233.7M | $114.8M | 12 | 0 |
| Mar 2021 | $270.8M | $207.4M | $63.4M | 10 | 833 |
| Dec 2020 | $270.8M | $207.4M | $63.4M | 10 | 833 |
| Oct 2020 | $270.8M | $207.4M | $63.4M | 10 | 833 |
| Jul 2020 | $270.8M | $207.4M | $63.4M | 10 | 833 |
| Jun 2020 | $269.8M | $134.2M | $135.7M | 12 | 0 |
| Oct 2019 | $269.8M | $134.2M | $135.7M | 12 | 0 |
| Oct 2019 | $269.8M | $134.2M | $135.7M | 12 | 0 |
| Sep 2019 | $226.9M | $103.3M | $123.6M | 12 | 2,018 |
DateOct 2025
Total AUM$376.3M
Discretionary$185.1M
Non-Disc.$191.2M
Employees9
Clients0
DateJul 2025
Total AUM$376.3M
Discretionary$185.1M
Non-Disc.$191.2M
Employees9
Clients0
DateJul 2024
Total AUM$266.2M
Discretionary$159.4M
Non-Disc.$106.7M
Employees9
Clients0
DateJul 2023
Total AUM$251.8M
Discretionary$146.4M
Non-Disc.$105.5M
Employees11
Clients16
DateJun 2022
Total AUM$322.3M
Discretionary$220M
Non-Disc.$102.2M
Employees11
Clients0
DateJun 2022
Total AUM$348.5M
Discretionary$233.7M
Non-Disc.$114.8M
Employees12
Clients0
DateOct 2021
Total AUM$348.5M
Discretionary$233.7M
Non-Disc.$114.8M
Employees12
Clients0
DateSep 2021
Total AUM$348.5M
Discretionary$233.7M
Non-Disc.$114.8M
Employees12
Clients0
DateJul 2021
Total AUM$348.5M
Discretionary$233.7M
Non-Disc.$114.8M
Employees12
Clients0
DateMar 2021
Total AUM$270.8M
Discretionary$207.4M
Non-Disc.$63.4M
Employees10
Clients833
DateDec 2020
Total AUM$270.8M
Discretionary$207.4M
Non-Disc.$63.4M
Employees10
Clients833
DateOct 2020
Total AUM$270.8M
Discretionary$207.4M
Non-Disc.$63.4M
Employees10
Clients833
DateJul 2020
Total AUM$270.8M
Discretionary$207.4M
Non-Disc.$63.4M
Employees10
Clients833
DateJun 2020
Total AUM$269.8M
Discretionary$134.2M
Non-Disc.$135.7M
Employees12
Clients0
DateOct 2019
Total AUM$269.8M
Discretionary$134.2M
Non-Disc.$135.7M
Employees12
Clients0
DateOct 2019
Total AUM$269.8M
Discretionary$134.2M
Non-Disc.$135.7M
Employees12
Clients0
DateSep 2019
Total AUM$226.9M
Discretionary$103.3M
Non-Disc.$123.6M
Employees12
Clients2,018