Rushmore Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm constructs portfolios using individual equities, mutual funds and ETFs, fixed income, real-estate vehicles and may recommend private placements and other alternative investments as part of its advisory services.
RCP follows a goal-oriented planning process to align portfolios with client objectives and employs fundamental, technical and quantitative analysis alongside asset-allocation decisions; it may implement both long-term and shorter-term trading strategies and, when directed, use margin, short sales or option strategies. Uncommonly for firms in this category, the firm offers performance-based fee arrangements to qualified clients in addition to percentage-of-assets management fees.
Distinctive aspects include the principal’s institutional and quantitative background in fixed income, derivatives and electronic markets and the firm’s explicit capacity to include private equity, pooled partnerships and other alternative vehicles in client portfolios. The brochure also discloses that, at the time of filing, the firm reported no client assets under management, indicating an early-stage or newly launched advisory practice.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Fees range from $500 to $5,000 depending on case complexity: Simple ($500-$999), Moderate ($1,000-$1,499), Complex ($1,500-$5,000). Half payable upfront, remainder upon delivery.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
20% of gains exceeding agreed blended benchmark, calculated annually with high-water mark, paid annually. Performance fee is prorated in first year and may be negotiable.
Account minimum: $250,000
Main office
South Camden Drive, Apt 3
Beverly Hills CA 90212
Advisors at this office
1
Most active in
California
Also doing business as
Rushmore Capital Partners · Rushmore Capital Partners LLC
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”)