Russell Capital Management, LLC logo

Russell Capital Management, LLC

Updated today

Client assets under management

$247,852,762

Clients

289

24% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

72

High

Average account size

$857,622

About

Russell Capital Management is an SEC-registered investment adviser that provides model portfolio management, individual portfolio management, investment consulting and supervisory services to individuals, high-net-worth clients, retirement accounts, foundations and other entities. The firm also offers consultative tax and estate planning and assistance around life events, while noting it does not provide legal or tax advice.

The firm typically serves as a discretionary money manager—monitoring holdings, determining securities to buy and sell, and providing periodic reports—while retaining the ability to provide nondiscretionary services for some clients and to assist with brokerage account establishment at unaffiliated custodians. Russell Capital charges negotiable percentage-of-assets advisory fees, states it does not receive commission-based compensation, and describes its fiduciary duty to act in clients’ best interests.

Noteworthy for a firm of its type, Russell Capital publishes both performance results and hypothetical performance information and provides educational seminars or workshops for clients and prospects. The brochure also highlights operational features that may matter to prospective clients, including no imposed minimum assets for investment management and explicit disclosure of conflicts and how they are addressed.

Client services

Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance

Fee options

Fixed

Flat annual fee negotiable with client, preferred by firm to remove conflicts of interest.

Percentage

$0+: 0.65% annually $0+: up to 1.5% annually

Main office location

Russell Capital Management, LLC

476 E High St

Lexington KY 40507, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Kentucky · Louisiana · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian M

Series 63

Lexington, KY

Russell Capital Management, LLC

Brian Mckeown is a financial advisor at Russell Capital Management, LLC with 39 years of industry experience. He has been with Russell Capital Management since 1994. Russell Capital Management, LLC is an SEC-registered advisory firm managing approximately $251.5 million for individuals, high-net-worth clients, retirement plan participants, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach combining diversified ETF modules and alternative no-load mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

General estate planning guidance
user avatar

Buford L

Series 66

Lexington, KY

Russell Capital Management, LLC

Buford Lankford is a financial advisor at Russell Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Russell Capital Management since 2010, following eight years at Comprehensive Asset Management & Servicing, Inc. Lankford serves as Treasurer on the Board of Directors for the Central Kentucky Planned Giving Council. Russell Capital Management is an SEC-registered advisory firm managing approximately $251.5 million for individuals, high-net-worth clients, retirement plan participants, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach combining diversified ETFs and alternative no-load mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

General estate planning guidance
user avatar

Keith D

Series 65

Lexington, KY

Russell Capital Management, LLC

Keith Day is a Series 65-licensed advisor at Russell Capital Management, LLC with four years of industry experience. He has been with Russell Capital Management since 1995. Russell Capital Management is an SEC-registered advisory firm managing approximately $251.5 million for individuals, high-net-worth clients, retirement plan participants, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach that combines diversified ETF modules with alternative mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

General estate planning guidance
user avatar

Harry R

Series 63

Lexington, KY

Russell Capital Management, LLC

Harry Russell Jr. is a financial advisor with Russell Capital Management, LLC in Lexington, KY, holding a Series 63 designation and over 57 years of industry experience. He has been with Russell Capital Management since 1991 and previously worked at APW Capital, Inc. from 2006 to 2018. Outside of his advisory role, he has managed a private aviation business involving a Cirrus SR20 aircraft. Russell Capital Management, LLC manages approximately $251.5 million for individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach combining diversified ETFs and alternative no-load mutual funds, offering discretionary portfolio management, model portfolios, and consulting services.

General estate planning guidance
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