TUGGLE & RUSSELL, L.L.C.

Overview

Tuggle & Russell, L.L.C. is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of other advisers when clients need outsourced or specialist management. Educational seminars and workshops are also part of its service mix, signaling a client-facing, consultative approach. Investment activity is centered on equity exposure, with a clear preference for exchange-traded instruments. The firm functions as a capital allocator, meaning it constructs portfolios using internal management alongside allocations to outside managers or products when appropriate. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, giving the adviser room to tailor engagement structures to different client needs. The firm is not positioned as an active ESG investor. Business activities include the sale of other financial products, which aligns with the firm’s use of annuity products in client solutions.

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Location & Offices