CRD: 114245
Rhodes Investment Advisors, Inc.
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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-13-1996
- Office Locations
- 4
Office Locations
About Rhodes Investment Advisors, Inc.
Rhodes Securities / Rhodes Investment Advisors is a family-owned broker/dealer and RIA serving individuals with retirement planning, investment accounts, and ongoing money management, including consolidating portfolios for easier oversight. The team invests across stocks, bonds, mutual funds, and ETFs, and supports independent registered reps with a hands-on supervision platform. Custody/clearing via First Clearing; no account minimums.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
J. GORDON RHODES
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4763582
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GUY MARC CUMBIE
Chief Executive Officer, President
- CRD
- #1163074
Jordan Jones
--
- CRD
- #6979874
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,147,124 | $398,166 |
| Non-Discretionary | $191,165,494 | $546,187 |
| Total | $376,312,618 | $461,733 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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