Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Fredric R
Tulsa, OK
Fredric E. Russell Investment Management Co.
Fredric Russell is the sole advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, with 39 years of industry experience. The firm manages discretionary portfolios primarily for high-net-worth individuals, focusing on a concentrated equity strategy. The firm manages $137 million in assets for 79 clients using a single investment approach that emphasizes long-term holdings in up to thirty U.S. common-stock positions, supplemented occasionally by U.S. Treasury notes. Investment decisions are based on fundamental analysis, and the firm retains full discretionary authority over trading, with specific operational practices such as position limits and proxy voting policies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters