Roda Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Roda Investment Management, LLC provides personalized, fee-only investment management to individuals, trusts, retirement and profit‑sharing plans, charitable organizations, and business entities, managing roughly $25 million across about 80 client relationships. Like many peers, the firm charges asset-based fees and delivers discretionary portfolio management rather than comprehensive financial planning.
The firm implements strategic asset allocation through direct ownership of individual equities, fixed income and exchange-traded funds, using fundamental analysis that emphasizes free cash flow and book value with technical analysis as a supplement. Portfolios are globally diversified and, when appropriate, the adviser may employ margin and option-writing strategies (including covered calls and puts) to generate income or manage risk.
Noteworthy features include an owner-operated structure with a single majority owner and a history dating back to 2006, an explicit refusal to accept commissions or third‑party remuneration, and a practice of leaving proxy voting to clients (custodians send proxies directly). The brochure also discloses receipt of custodial software and support from a major custodian and describes quarterly personal‑trading and trade‑allocation reviews to address the related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: $2,500 annually, not negotiable Fee-only: Strictly fee-only; no commissions accepted
Main office
Burtonsville MD
Advisors at this office
1
Most active in
District of Columbia · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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