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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PeakElement frontier
- Established Date
- 06-08-2015
- Office Locations
- 1
Office Locations
About Clare Market Investments, LLC
Clare Market Investments is a Dallas-based RIA providing investment management and CFP®-led financial planning for retail and institutional clients. The firm emphasizes a disciplined, data-driven approach designed to find differentiated opportunities rather than follow the crowd. Portfolios are implemented largely with ETFs alongside core fixed income. Publishes regular market updates and “Chart of the Month” commentary for investor education.
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Owner & Executives
KEITH ANDERSON RHODUS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4885604
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DEBORAH ANN GOOD
Financial Planner
- CRD
- #5776821
Alan Lee Haworth
Senior Financial Advisor
- CRD
- #3086559
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- CRD
- #90516
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,150,000 | $921,843 |
| Non-Discretionary | $0 | -- |
| Total | $635,150,000 | $921,843 |
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Separately Managed Accounts
Total SMA Asset: $635,150,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $511,167,565 | 14.9% |
| Public Funds | $720,437,508 | 21.0% |
| U.S. Government/Agency | $161,240,776 | 4.7% |
| Cash | $572,919,352 | 16.7% |
| Corporate - Investment Grade | $747,882,747 | 21.8% |
| Municipal Bonds | $717,006,854 | 20.9% |
| Total | $3,430,654,802 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR BEACON | EMBER TIMBER | P90KOPHKL | RHI | 4.25% | $18,133,138 |
| QUANTUM GLACIER | INSIGHT NORTH | JEID1H2XW | SLWK | 8.68% | $90,895,547 |
| CAPITAL VECTOR ZENITH | PEAK FUSION | S46KYTZOW | YQHVM | 3.45% | $117,467,246 |
| LEGACY FUSION PIONEER | PRIME CREST | 0QIQOYCWN | BVL | 3.64% | $64,821,060 |
| HARBOR VERTEX | PRIME CATALYST | AB3CE3FK5 | APMXG | 11.81% | $79,446,134 |
| GLACIER PEAK RIDGE | UNISON RADIAL | LDMNP6KTY | MYOC | 6.89% | $53,815,190 |
| FOUNDATION EAGLE BEACON | CREST VALUE | AB39ZSTF9 | SHGBN | 10.97% | $8,191,781 |
| INSIGHT PIONEER | GLACIER CREST | KR5UDQVJ7 | OCJX | 7.38% | $87,684,384 |