Advisor at Rathnam Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rathnam Capital, LLC
Location
Leesburg, VA 20176
Credentials
CFA®, Series 65
Industry experience
21 years
John Rathnam is the sole advisor at Rathnam Capital, LLC, an independent firm based in Bluemont, VA. He holds the CFA® designation and Series 65 license, with 21 years of industry experience. Rathnam has led Rathnam Capital since its founding in 2010. Rathnam Capital serves individual and high-net-worth clients, managing approximately $81 million across about three dozen households. The firm provides discretionary portfolio management, financial planning, and consulting, utilizing customized asset allocation strategies and third-party sub-advisers to address a range of investment needs.
Based on Rathnam Capital, LLC
Financial planning fixed fees generally range from $1,000 to $5,000
$0 - $1,000,000.99: 1.25% $1,000,001.00 - $2,500,000.99: 1.00% $2,500,001.00 - $5,000,000.99: 0.75% $5,000,001.00+: Negotiable
Financial planning hourly rates generally range from $200 to $300 per hour
Account minimum: $1,000,000 Fee-only: Financial planning fees generally range from $1,000 to $5,000 fixed fee; hourly rates from $200 to $300 per hour
50 Catoctin Circle Ne, Suite 101
Leesburg, VA 20176
Maryland · Virginia
Rathnam Capital, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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FI-Nancial Planner LLC
As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
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