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RUSSELL CAPITAL MANAGEMENT, LLC
476 E High St
Lexington, Kentucky 40507
Tel: 859-254-5225
About RUSSELL CAPITAL MANAGEMENT, LLC
RUSSELL CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RUSSELL CAPITAL MANAGEMENT, LLC. The firm was established in 10/15/1999. They have over 1 offices throughout the country.
RUSSELL CAPITAL MANAGEMENT, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $251,840,636 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109513 |
| SEC# | 801-56914 |
| Assets Managed by Firm | $251,840,636 |
| No. of Clients | 606 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 606 | $251,840,636 |
| Individuals (other than high net worth individuals) | 226 | $60,977,050 |
| High net worth individuals | 52 | $148,016,136 |
| Charitable organizations | 9 | $42,847,450 |
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