James Russo has been President, CEO, and Chief Compliance Officer of Altrius Capital Management since February 1997, is a control person of the firm and directly owns 75% or more of it. James Russo holds a Bachelor of Science in Economics from United States Naval Academy.
Altrius Capital Management, Inc. is a Novi, MI firm with $716M under management, 512 clients and 8 advisers across 2 offices, as of its March 2026 filing.
James M. Russo is founder and Chief Investment Strategist of Altrius Capital Management, which he established in 1997. He has been portfolio manager for each of the firm's investment strategies at various periods since their inception. He has published a book on the firm's income-focused, value-driven investment process.
James Russo’s longest registration is the current one, 24 years at Altrius Capital Management since 2002. Before joining Altrius Capital Management in 2002, James Russo was registered through Financial Network Investment Corporation.
- – present · 24 yearsJersey City, NJ · Adviser representative · Firm CRD 121529
- Financial Network Investment Corporation– · under a yearNew Bern, NC · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
James Russo is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2002; the most recent is New Jersey, in October 2026.
- MichiganSince 6 August 2025
- New JerseySince 21 October 2026
- North CarolinaSince 22 August 2002
- TexasResidentSince 3 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 14 November 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 1999 |
| Series 7 | General Securities Representative Examination | 13 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 February 1997 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Michael Russo
- CRD
- 2838922
- Firm
- Altrius Capital Management · CRD 121529
- Role
- President, CEO, and Chief Compliance Officer
- Office
- Jersey City, NJ
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altrius-capital.com
Where does James Russo work?
James Russo has been President, CEO, and Chief Compliance Officer of Altrius Capital Management, Inc. since February 1997, and is a control person of the firm.
Is James Russo a financial advisor?
Yes. James Russo has a current investment-adviser registration in Michigan, New Jersey, North Carolina and Texas, through Altrius Capital Management since August 2002.
How many years of experience does James Russo have?
James Russo has 24 years in the financial industry, since December 2001, across 2 adviser firms.
What exams has James Russo passed?
James Russo has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in February 1997.
Where did James Russo work before Altrius Capital Management?
Before Altrius Capital Management, James Russo was registered through Financial Network Investment Corporation, December 2001 to August 2002.
Where is James Russo based?
James Russo’s registered office is in Jersey City, NJ.
Is James Russo registered with FINRA?
No. James Russo has no current broker registration.
How can I verify James Russo’s record?
Search CRD 2838922 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Russo’s full registration record.
