RATHNAM CAPITAL, LLC

Overview

Rathnam Capital, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible—charging a percentage of assets under management alongside hourly and fixed-fee engagements—allowing it to work with both ongoing portfolio relationships and project-based planning work. On the investment side Rathnam Capital leans heavily toward public funds and mutual funds as the primary building blocks of client portfolios, while acting as a capital allocator when client objectives call for third‑party specialty managers or non‑traditional strategies. The firm is not positioned as an ESG-focused adviser and does not present itself as a multi-state or pension consultant. Its advisory footprint is concentrated and client-focused, emphasizing customized management for high‑net‑worth households and small-business owners.

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