Data / Investment advisers / Texas / Rhodes Investment Advisors, Inc.
Rhodes Investment Advisors, Inc., Fort Worth, TX: $419 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Rhodes Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $419 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and commissions.
The request: Watch Rhodes Investment Advisors, Inc. (CRD number 114245): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 114245
- SEC file number
- 801-117510
- SEC status
- Approved, effective October 18, 2019
- Main office
- 306 West 7th Street Suite 1000, Fort Worth, TX 76012
- Phone
- (817) 334-0455
- Website
- palmerretirement.com
- Regulatory AUM
- $419,244,652 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $213,993,601
- Non discretionary AUM
- $205,251,051
- Accounts
- 805
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, commissions
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 789 | $335.7 million |
| Pension and profit sharing plans | 16 | $83.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $419.2 million | August 28, 2026 |
| December 1, 2025 | $376.3 million | October 10, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aspen Wealth Management, LLC | Fort Worth | $657.8 million | Not listed | adviserinfo.sec.gov |
| Dean, Jacobson Financial Services | Fort Worth | $519.4 million | Not listed | adviserinfo.sec.gov |
| Basin Oil and Gas Management, LP | Fort Worth | $492.7 million | 5 | adviserinfo.sec.gov |
| SWMG, LLC | Fort Worth | $430.4 million | Not listed | adviserinfo.sec.gov |
| Point Bridge Capital, LLC | Fort Worth | $419.7 million | 9 | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | $411.7 million | 5 | adviserinfo.sec.gov |
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | Not listed | adviserinfo.sec.gov |
| Highpeak Energy Management, LLC | Fort Worth | $391.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Rhodes Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.