Rathnam Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,059,663
Total clients
37
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$2,190,802
About
Rathnam Capital serves individual and high‑net‑worth clients and manages about $81 million for roughly three dozen households. The firm offers discretionary portfolio management, standalone financial planning and consulting, allocations to unaffiliated independent managers, and advice on private investment funds and variable annuity sub‑accounts.
The firm implements customized, account‑level asset allocation across mutual funds, ETFs, individual equities and fixed income, and uses Envestnet to access third‑party sub‑advisers; it treats cash as an asset class and pursues long‑, short‑ and trading strategies as appropriate. It also manages “held away” retirement and annuity accounts using a third‑party order/aggregation platform to enable tax‑efficient rebalancing and ongoing monitoring without taking custody.
A distinctive operational practice is that the firm permits and provides guidance on collateralized borrowing against client assets (margin or pledged‑asset loans) for specific short‑term purposes while noting it does not recommend margin for investment—an arrangement and fee treatment that is uncommon among independent peers. The adviser also routinely uses Envestnet and the Pontera held‑away platform, and may allocate to funds (such as certain DFA funds) and private investment funds that are not publicly available, which affects liquidity, valuation practices, and due‑diligence processes.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
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
Main office location
Rathnam Capital, LLC
50 Catoctin Circle Ne, Suite 101
Leesburg VA 20176, United States
Number of offices
2
Most active in
Rathnam Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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