Russell Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Russell Capital Management reports 299 clients. They include 220 individual clients, 69 high-net-worth individuals and 10 charitable organizations. Of its assets, 97.4% ($268M across 596 accounts) are managed with discretion; $7.22M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 20% |
| High-net-worth individuals | 23% | 71% |
| Charitable organizations | 3% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 220 | $53.8M | 19.5% | $244K |
| High-net-worth individuals | 69 | $194M | 70.6% | $2.81M |
| Charitable organizations | 10 | $27.2M | 9.9% | $2.72M |
| Total | 299 | $275M | 100% | $920K |
- Clients
- 220
- Regulatory AUM
- $53.8M
- AUM share
- 19.5%
- Avg. per client
- $244K
- Clients
- 69
- Regulatory AUM
- $194M
- AUM share
- 70.6%
- Avg. per client
- $2.81M
- Clients
- 10
- Regulatory AUM
- $27.2M
- AUM share
- 9.9%
- Avg. per client
- $2.72M
Total
- Clients
- 299
- Regulatory AUM
- $275M
- AUM share
- 100%
- Avg. per client
- $920K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Russell Capital Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). A brochure was located, but its fee details could not be read. Read the SEC-filed brochure.
Harry Russell owns 75% or more of Russell Capital Management. The leadership team of Russell Capital Management includes President Harry Russell. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Russell Capital Management, LLC
Harry Russell
Control person · since September 1991
Russell Capital Management’s regulatory assets fell from $300M (March 2021) to $275M (April 2026); clients fell from 345 to 299 and employees from 5 to 4. In 2013, Volomite Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $275M | 299 | 4 | 2 |
| Mar 2025March 2025 | $251M | 287 | 4 | 1 |
| Mar 2024March 2024 | $252M | 287 | 4 | 1 |
| Mar 2023March 2023 | $211M | 308 | 4 | 1 |
| Jun 2022June 2022 | $243M | 304 | 4 | 1 |
| Mar 2021March 2021 | $300M | 345 | 5 | 1 |
Firms that joined
20131 joined
- Volomite Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Russell Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Kentucky · 1 listed address
- 476 E High St, LexingtonHQ
Contact and registration details
- Legal name
- Russell Capital Management, LLC
- Headquarters
- 476 E High St, Lexington, KY 40507
- Website
- Not reported
- Phone
- 859-254-5225
- @2245911
- SEC file
- 801-56914
- Structure
- Kentucky LLC
- Fiscal year end
- December
Russell Capital Management’s named custodian for separately managed accounts is Charles Schwab ($240M). Russell Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $240M100%
At year end, Russell Capital Management’s separately managed accounts were mostly in funds (60%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds60%
- Bonds6%
- Cash8%
How many clients does Russell Capital Management have?
Russell Capital Management has 299 clients and manages $275 million for them, as of April 2026. They include 220 individual clients, 69 high-net-worth individuals and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does Russell Capital Management offer?
Russell Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Russell Capital Management use?
Russell Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $240M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does Russell Capital Management have?
Russell Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Russell Capital Management invest in?
At the end of its last fiscal year, Russell Capital Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 8% cash and equivalents and 6% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Russell Capital Management?
Russell Capital Management’s direct owner is Harry Russell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does Russell Capital Management get paid?
Russell Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Russell Capital Management?
Russell Capital Management’s main office is at 476 E High St, Lexington, KY 40507. Its phone number is 859-254-5225.