RUSHMORE CAPITAL PARTNERS

Overview

Rushmore Capital Partners operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm does not engage in capital allocation and is not classified as a multi-state adviser. It is owned by an individual and employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. While the firm does not identify as an active ESG investor, it maintains a commitment to serving its clients through tailored advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices