Russell Capital Management, LLC

RIASEC RegisteredEst. 1999
Total AUM
$275M
Discretionary
$268M
97% of AUM
Avg account
$454K
Accounts
606
Employees
4
Advisory reps
4

Firm details

Headquarters
Lexington, Kentucky
CRD number
109513
Registered since
October 15, 1999
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.57%
  • Individuals19.55%
  • Charitable Organizations9.88%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Russell Capital Management, LLC is an independent, SEC-registered advisory firm organized as an LLC and active since 1999. Ownership is individual and the firm provides advisory services to both individuals/families and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars/workshops. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 26%, Cash & Cash Equivalents 8%, US Government Bonds 6%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%

Owners & executives

1 of 1
  • Harry Russell

    Harry Russell

    Founding Partner & Chief Executive OfficerCRD 407566

Contacts

3 of 3
  • Brian Mckeown

    Brian Mckeown

    Wealth ManagerCRD 1499069

  • Buford Lankford

    Buford Lankford

    Wealth ManagerCRD 4672200

  • Keith Day

    Keith Day

    Financial AnalystCRD 7347163

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lexington, KY

Fayette

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
Fayette
Address
476 E High St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth