# RUSHMORE INVESTMENT ADVISORS INC

RUSHMORE INVESTMENT ADVISORS INC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 110292
- Type: SEC-registered investment adviser
- SEC file number: 801-52530
- Location: 4965 PRESTON PARK BLVD, SUITE 350, PLANO, TX, 75093
- Phone: 972-599-9550
- Latest filing: 2013-03-18
- Regulatory AUM: $873.0M
- Discretionary AUM: $635.0M
- Non-discretionary AUM: $238.0M
- Clients: 12
- Accounts: 1,034

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| MERGLER STEPHEN KENT | STOCKHOLDER | — |
| VANN JOHN ALLEN | CEO, CIO, DIRECTOR, CHAIRMAN, PRESIDENT; CEO, DIRECTOR, CHAIRMAN; CEO, DIRECTOR, CHAIRMAN, PRESIDENT (+3 more) | — |
| CHAMBERLAIN BRITON MICHAEL | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SHIFFER JONATHAN P | CIO / PORTFOLIO MANAGER; DIRECTOR OF RESEARCH / PORTFOLIO MANAGER; INVESTMENT COMMITTEE MEMBER | — |
| YANG WENJUN | INVESTMENT COMMITTEE MEMBER; PORTFOLIO MANAGER | — |
| WILLIAMSON DAX MICHAEL | INVESTMENT COMMITTEE MEMBER | — |
| WILLIAMSON DAX THOMAS | INVESTMENT COMMITTEE MEMBER | — |
| GREENE MICHAEL COURTNEY | INVESTMENT COMMITTEE MEMBER; PRESIDENT, INVESTMENT COMMITTEE MEMBER | — |
| MILBURY CARMEN LYNNE | PRESIDENT, COO | — |
| SHOCKLEY BRYAN BROWNING | PORTFOLIO MANAGER | — |
| BRODERICK JOHN PETER | INVESTMENT COMMITTEE MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110292/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110292/similar
- Related entities: https://search.stillhousedata.com/firm/110292/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110292

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.