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| Russell Capital Management LLC
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| |
|---|---|
| CRD # | 109513 |
| SEC # | 801-56914 |
| CIK # | 0000184723 |
| AUM | $251.8 MM (2024-03-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 859-254-5225 |
| Address | 476 E High St Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 61.0 |
| (b) Individuals (high net worth individuals) | 52 | 148.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 42.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 251.8 |
| By Discretionary | ||
| Discretionary | 591 | 245.8 |
| Non-Discretionary | 15 | 6.1 |
| Total | 606 | 251.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.8 | |
| Total | 606 | 251.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
Optivise Advisory Services LLC
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|
TN | 0.3 |
|
The Nalls Sherbakoff Group LLC
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|
TN | 0.3 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
NorthStar Financial Planners Inc
✚
|
FL | 0.2 |
|
Keystone Financial Services
✚
|
CO | 0.2 |
|
GS Investments Inc
✚
|
MN | 0.2 |