R
CRD: 109513
Russell Capital Management, LLC
$275.0M Total AUM
$267.8M Disc. AUM
9.3% 3Y CAGR
4 Employees
299 ADV. Clients
33 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-1992
- Office Locations
- 2
Office Locations
476 E High ST Lexington KY
-- Vero Beach FL
About Russell Capital Management, LLC
Russell Capital Management, LLC is a Lexington-based RIA with 2 offices. The firm has been operating for 33 years. Managing $275.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
59 AVG AGE
$68.8M AVG AUM / ADVISOR
$919.8K AVG AUM / CLIENT
20.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
HARRY LESLIE RUSSELL JR
Partner
- CRD
- #407566
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Keith Wade Day
Financial Analyst
- CRD
- #7347163
Available
Available
Available
B
BUFORD NASH LANKFORD II
Wealth Management Advisor
- CRD
- #4672200
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,790,175 | $449,312 |
| Non-Discretionary | $7,224,543 | $722,454 |
| Total | $275,014,718 | $453,820 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing