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Fredric E. Russell Investment Management Co.

Fredric E. Russell Investment Management Co.. CRD 108886

Fredric E. Russell Investment Management Co. logo

CRD: 108886

Fredric E. Russell Investment Management Co.

Tulsa, OK, 74114
9187435959
ferimc.com
$137.5M Total AUM
$137.5M Disc. AUM
-0.6% 3Y CAGR
4 Employees
84 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Meridian timber
Established Date
09-15-1987
Office Locations
1

Office Locations

2200 South Utica Place Suite 430 Tulsa OK

About Fredric E. Russell Investment Management Co.

Fredric E. Russell Investment Management Co. is a Tulsa, OK investment manager providing money management since 1987. The firm builds equity portfolios in publicly traded companies, emphasizing deep fundamental research—including direct engagement with senior management—and investing in businesses with sustainable competitive advantages. Known for personalized, transparent client communication and high accessibility. Custody relationships include Charles Schwab and Bank of America.

Team overview

-- AVG AGE
$137.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
19.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
0 RIA Reps
38yrs Firm Age

Insights

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Asset Classes

Vector atlas Insight Crest horizon

Custodian

Glacier timber Harbor unison Summit unison Element insight Summit Frontier pioneer

Investment Themes

Bridge Pathway element

Investment Vehicles

Frontier delta

Services

Insight momentum Momentum horizon Element frontier Pathway pathway Summit

Technology

Zenith

Owner & Executives

F

FREDRIC ELIOT RUSSELL

Chief Executive Officer

CRD
#1719975
Ownership
75% or more
(959) 784-9730
delta.crest@bridgecapital.com
in linkedin.com/in/legacy-element
F

FRANKI BROWN

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(698) 842-2363
zenith.atlas@atlascapital.com
in linkedin.com/in/vital-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2021
10-20-2022
03-30-2023
11-06-2024
02-27-2025
Category Assets AVG. Account size
Discretionary $137,477,365 $1,769,735
Non-Discretionary $0 --
Total $137,477,365 $1,769,735

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Separately Managed Accounts

Total SMA Asset: $137,477,365

$137.5M Total SMA
Equity - Exchange:
40.2%
Cash:
59.8%
Asset class Assets Assets %
Equity - Exchange $2,630,788,019 40.2%
Cash $3,913,460,785 59.8%
Total $6,544,248,804 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FUSION VALUE PRIME EAGLE T8UZZQLLW OJU 11.88% $22,746,635
PRIME ZENITH BEACON INSIGHT GPNCHHNTM DOUU 5.35% $12,021,171
PEAK ATLAS SIGNAL BRIDGE BEACON 34YCH6ZJM NYAIW 10.63% $70,671,978
MERIDIAN LEGACY ZENITH ELEMENT WAVE LXHDOT7PE EQT 0.97% $43,853,581
BEACON FOCUS PIONEER CREST IFE8OQCFZ ZKUN 10.36% $88,568,933
SIGNAL FUSION RIDGE ATLAS OAK N6V9XU3U5 UYHT 5.67% $21,406,171
RIDGE HORIZON BEACON CATALYST F3PB92KWY SRFH 9.04% $99,375,549
RADIAL CATALYST CATALYST DELTA FRONTIER 5CVMCHZSS XCJTC 10.70% $79,238,013

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