Rogue Russell Investments

Overview

Rogue Russell Investments is a sole-proprietorship advisory practice that provides financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates its investment activity on equity exposures, using exchange-traded equities for the bulk of client assets. The advisory approach appears centered on straightforward, account-level portfolio management rather than institutional consulting or multi-state distribution. Rogue Russell Investments does not identify as an active ESG investor. The firm lists real estate as an alternative allocation and also uses annuities and mutual funds, indicating a willingness to blend traditional equity holdings with income and real-asset exposures. Custody relationships are maintained with Charles Schwab & Co., Inc., suggesting the firm relies on mainstream custodial platforms and market-access tools for trading and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices