Rushmore Capital Partners
Financial Life. Managed Intelligently.
We Believe Wealth Management Is About More Than Money
It’s about helping our clients live happier, more peaceful lives — by combining institutional precision with genuine fiduciary care.
Start ConversationOur Approach
Structure First. Strategy Second.
Clarity precedes performance. Every client relationship begins not with assets, but understanding — who you are, what drives you, and where stability matters most.
Institutional Precision
We combine market-level research discipline with a fiduciary mindset — measurable logic, open fees, and transparent communication. We don’t chase markets; we prepare for them.
Grounded in Alignment
Every portfolio and plan reflects shared alignment between client and advisor — stable, data-informed, and adaptable to the complexities of modern wealth.
Our Offering
Planning
Comprehensive financial plans integrating retirement, tax, business, and estate strategies. $250/mo subscription.
Core
Cost-efficient automated ETF portfolios for long-term wealth accumulation. ~0.25% AUM.
Edge
Active discretionary management with tactical allocation and risk hedging. Tiered AUM – 0.80% / 0.65% / 0.50%.
Elite
Alternatives & principal fund mandates (CPO). 0.15% mgmt + 20% performance (HWM). Accredited investors only.
Rushmore Capital Partners LLC is a registered investment adviser (RIA) subject to oversight by California’s Department of Financial Protection and Innovation (DFPI). Rushmore Capital Partners LLC is a member of the National Futures Association (NFA) and is subject to NFA’s regulatory oversight and examinations.