Edmond, OK Office

Rhodes Investment Advisors serves primarily individual clients (rather than a high‑net‑worth niche), managing roughly $419 million for nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third‑party manager selection alongside implementation services that can include individual stocks, bonds, options, ETFs, mutual funds and cash.

The firm provides both discretionary and non‑discretionary management and documents a substantial non‑discretionary asset base alongside discretionary mandates, so a material portion of client relationships are implemented through periodic recommendations rather than full discretionary trading. Investment analysis uses charting, fundamental and technical methods, and the firm may place client assets with third‑party managers and monitors those managers after selection.

Rhodes discloses several industry affiliations and potential conflicts of interest that are less common among comparable team firms: it is affiliated with a broker‑dealer and an insurance agency, some advisory agents are registered representatives and sell insurance products, and the brochure details revenue‑sharing and clearing arrangements with its custodian/clearing firm. These arrangements are described in the brochure and the firm states policies (including a Code of Ethics and disclosure procedures) intended to address the resulting conflicts.