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Michael Shannon Rhodes

MERITAGE CAPITAL, LLC·AUSTIN, Texas
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515 CONGRESS AVENUE, AUSTIN, TX 78701-3017CRD# 2371950Firm CRD# 129257
01

About

Michael Shannon Rhodes is a registered financial advisor based in AUSTIN, Texas, affiliated with MERITAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MERITAGE CAPITAL, LLC
MERITAGE CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERITAGE CAPITAL, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2371950
Firm CRD# 129257
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Shannon Rhodes offer?
Michael Shannon Rhodes specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Michael Shannon Rhodes's credentials?
Michael Shannon Rhodes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Shannon Rhodes located?
Michael Shannon Rhodes is based in AUSTIN, Texas, working with MERITAGE CAPITAL, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Michael Shannon Rhodes charge for services?
Michael Shannon Rhodes's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERITAGE CAPITAL, LLC?
MERITAGE CAPITAL, LLC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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