About Us
Make it. Keep it. Live well.™
Rhoads Lucca Capital Management is a highly qualified and leading independent investment advisor, based in Dallas, TX. We provide independent investment advice to guide your investments – including the one key to investment success that no one else talks about – keeping what you make. RLC clients have peace of mind and comfort, knowing they’ve made the right choice for themselves and their family. We approach strategic and personal wealth management differently than most firms, by creating investment systems that prioritize protecting your wealth every day the market is open.
What We Heard at the Round Table …
What we heard at the original claw-footed, round table is still at the heart of the way we manage money
In the beginning, John and Dave met with clients at a small round table when they visited our Dallas office. At that claw-footed, oak table, they laughed, shared coffee, friendship and learned about their clients’ dreams and hopes and fears.
As a result, when it came to independent investment advice, those same dreams and hopes guided how they approached caring for their client’s money with an eye on safety and predictability. After all, to live a dream life, you need to build on a stable foundation. During those early years, they often said to their clients, “Our table is round – we’re on your side of the table.”
And so we were – and still are today, though the table has gotten a bit bigger…
One thing will never change – we still invest your money according to what we heard at the round table.
Happy clients shared their results with their friends and family and the table grew and grew until it now seats clients in 45 states and several other countries. Even though every business plans to grow, we are still just a bit in awe of what has happened from one small table in Dallas, TX.
One thing will never change – as an independent investment advisor, we still invest your money according to what we heard at the round table. Exactly like we take care of our own family’s money – in fact, our money is invested right next to yours. It seems fair that we experience exactly the same results you do.
You may be hundreds or even thousands of miles from us, but we’re still working to grow and protect your money in a way that reflects your deepest hopes and desires and plans. We’re as near as your phone or email – and of course, you are always welcome to come to Dallas and see the original table anytime. Over the past 30 years we’ve learned that distance is no limitation to an independent investment advisor. Good advice is good advice and is a benefit, not a cost.
Our table is bigger, but it’s still round – and we’re still on your side of the table.
Some History of RLC
We trace our heritage back to 1980, when John Rhoads opened one of America’s first financial planning firms in Dallas, Texas. The firm has grown to provide independent investment advice to clients spread throughout 45 states and several other countries – none farther away than a phone call. The firm is also the Investment Advisor to the Autopilot Mutual Funds. Today, the Partners include John Rhoads, David Lucca and Peter Mauthe.
Because of our commitment to serving our clients wholeheartedly, we are a fee-only firm
Our entire team shares a commitment to treating our clients the same way we treat our own friends and family – with true appreciation, concern and by putting their interests first, even above our own interests. This fiduciary commitment is the highest standard of ethics in the financial services industry.
Because of our commitment to serving our clients wholeheartedly, we offer fee only investment advice – never commissions. We remain independent and privately held and focus our efforts on serving our clients. We are paid only by our clients, never earning commissions from a clients’ trading activity. To understand why earning commissions creates conflicts of interest, please read the Frequently Asked Questions About Choosing a Financial Advisor.