R
CRD: 159380
Rhodes Capital Management, Inc.
$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
14 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2012
- Office Locations
- 1
Office Locations
611 Ozier DR Batavia IL
About Rhodes Capital Management, Inc.
RHODES CAPITAL MANAGEMENT, INC. is an Illinois-based investment adviser serving retail and institutional clients. The firm provides asset management alongside financial planning, including estate and tax planning and insurance-based solutions, with a stated focus on entrepreneurs. Portfolios are primarily ETF-based, complemented by select fixed income and cash exposures, and custody is through TD Ameritrade.
Team overview
51 AVG AGE
$20.0M AVG AUM / ADVISOR
$259.7K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SEAN COLLIN RHODES
President
- CRD
- #2073622
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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