RUSSELL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 109513
- Registered since
- October 15, 1999
- Website
- www.russcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.57%
- Individuals19.55%
- Charitable Organizations9.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Russell Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1999. The firm is owner-operated and serves both individual/family and institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutions, and it also offers educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities26%
- Cash & Cash Equivalents8%
- US Government Bonds6%
Owners & executives
1 of 1HARRY RUSSELL
Founding Partner & Chief Executive OfficerCRD 407566
Contacts
3 of 3BRIAN MCKEOWN
Wealth ManagerCRD 1499069
BUFORD LANKFORD
Wealth ManagerCRD 4672200
Keith Day
Financial AnalystCRD 7347163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
FAYETTE
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- FAYETTE
- Address
- 476 E High St
- Time zone
- CT (UTC-6)
- Office locations
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