RODA INVESTMENT MANAGEMENT, LLC

RODA INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 140999). Regulatory assets under management: $25.0M.

Registration

• CRD: 140999
• Type: Registered investment adviser
• Phone: 866-389-2382
• Latest filing: 2026-03-30
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 2
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140999 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search