Russell Advisory Group, Inc

Russell Advisory Group, Inc. is a small, family-owned independent registered investment adviser that serves individuals, families, private business owners, trusts, and corporate clients. The firm provides financial advisory and business consulting services as well as both non‑discretionary advice and discretionary portfolio management, reporting approximately $3.5 million in discretionary assets under management for nine clients in its brochure.

The firm’s investment approach emphasizes individual security selection supported by fundamental, technical, and cyclical analysis and the use of investment policy statements to align allocations with clients’ risk tolerances and time horizons. Portfolios are built from individual equities, ETFs and government securities, with monitoring and periodic rebalancing and the use of strategies such as covered options, margin and short sales where appropriate; the firm states a baseline philosophy of taking no more risk than necessary to meet documented goals.

Compared with many independent advisers, the firm is notable for sponsoring a discretionary wrap fee program—an uncommon arrangement for firms in this category—and for requiring client accounts at Interactive Brokers as the program’s custodian and execution venue. The brochure also highlights the firm’s focus on individualized equity research (including SEC filings and company disclosures), coordination on tax‑efficient multigenerational transfers, and its operation as a solo, family‑run practice that leverages institutional custodial services and block trading to service a very small client base.