Rhoads Lucca Capital Quick Facts

RLC Quick Facts

Quick Facts About RLC

  • John Rhoads founded the firm in Dallas, TX in 1980, as one of the first financial planning firms in the nation – originally named Dallas/Rhoads/Associates.
  • The firm was renamed Rhoads Grunden Lucca Capital Management in 2001 to reflect our focus on fee-only asset management and later shortened to Rhoads Lucca Capital Management.
  • Rhoads Lucca Capital Management serves clients in 45 States and several other countries.
  • Along with the flagship investment models, the firm also offers the 401k AutopilotĀ® Program to professional pilots at Federal Express, Delta, and US Airways.
  • In 2004, John and Dave were joined by Peter Mauthe, President of RLC.
  • In 2006, Rhoads Lucca Capital Management launched the Autopilot Managed Growth FundĀ®.
  • John, Dave and Peter keep the majority of their own money in the same investment models next to the money of their clients