Rathnam Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rathnam Capital serves individual and high‑net‑worth clients, offering discretionary investment management and, when requested, standalone financial planning and consulting. Portfolios are implemented across mutual funds, ETFs, individual equities, fixed income and may include allocations to unaffiliated independent managers and private investment funds.
The firm develops client‑specific investment objectives and allocates assets on a discretionary basis with ongoing monitoring, periodic rebalancing, and trade execution. Rathnam Capital uses third‑party tools—including Envestnet for sub‑adviser access, Pontera to manage held‑away retirement accounts, and Holistiplan for tax‑planning analysis—and treats cash as an asset class within portfolio construction.
A distinctive feature is the firm’s explicit handling of borrowing against client assets (margin and pledged‑asset loans): the brochure describes the circumstances, risks, and conflicts that can arise if clients use collateralized loans and discloses that such borrowing is not recommended for investment purposes. The firm’s routine use of platforms to combine independent managers, access DFA‑only funds, and include private fund allocations in client reporting is also less common among similarly sized independent advisors.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $1,000 to $5,000 on a fixed fee basis
$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
$200 to $300 per hour for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: Fees based on percentage of assets under management (tiered scale), no commissions
Main office
50 Catoctin Circle NE, Suite 101
Leesburg VA 20176
Advisors at this office
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)