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⚲
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| Russell Capital Management LLC
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|
|---|---|
| CRD # | 109513 |
| SEC # | 801-56914 |
| CIK # | 0001843723, 0000184723 |
| AUM | $251.5 M (2025-03-14) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 859-254-5225 |
| Address | 476 E High St Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 65.8 |
| (b) Individuals (high net worth individuals) | 49 | 152.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 33.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 251.5 |
| By Discretionary | ||
| Discretionary | 576 | 244.3 |
| Non-Discretionary | 11 | 7.2 |
| Total | 587 | 251.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.5 | |
| Total | 587 | 251.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001843723] |
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|---|---|---|
|
Reutemann Financial Solutions Inc
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|
MD | 0.3 |
|
Fidelis Wealth Advisors LLC
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|
CO | 0.3 |
|
Stonecrop Wealth Advisors LLC
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PA | 0.3 |
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FWG Investments LLC
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KY | 0.3 |
|
KBC Holdings LLC
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0.2 | |
|
Cravens & Company Advisors LLC
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TN | 0.2 |
|
Maner Wealth LLC
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|
MI | 0.2 |
|
YIM Investment Management LLC
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|
HI | 0.2 |
|
Significant Wealth Partners LLC
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|
IL | 0.2 |
|
Retirement Plans Inc
✚
|
OH | 0.2 |