$81.1M Total AUM
$81.1M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2010
- Office Locations
- 1
Office Locations
50 Catoctin Circle NE Suite 101 Leesburg VA
About Rathnam Capital, LLC
Rathnam Capital, LLC is a Leesburg, VA–based RIA led by John P. Rathnam providing financial/wealth planning plus portfolio construction and ongoing asset management. The firm serves retail clients including entrepreneurs, using ETFs, mutual funds and index-oriented asset allocation, with selective alternatives and fixed income. Custody is supported via Charles Schwab (and TD Ameritrade).
Team overview
60 AVG AGE
$81.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
J
JOHN P RATHNAM MR
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4760146
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,059,663 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,059,663 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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