Fredric E. Russell Investment Management Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,544,190
Clients
79
Advisors
2
of 4 employees
About
The firm manages $137,477,365 in discretionary assets for 79 clients, primarily high‑net‑worth individuals, and provides portfolio management for individual, joint, IRA, trust, LLC and self‑directed 401(k) accounts. It requires a $250,000 account minimum.
The firm uses a single, uniform investment strategy in which clients own part or all of a common portfolio limited to no more than thirty U.S. common‑stock positions, with U.S. Treasury notes used occasionally, and pursues long‑term, concentrated holdings. Investment selections are driven by in‑depth fundamental analysis — including SEC filings, financial statement review and extended calls or visits with company executives — and the firm retains full discretionary authority over trading and allocations.
Compared with many peers, the firm emphasizes a narrowly specialized role rather than broad wealth‑management services, does not sell insurance or annuities, and operates with block aggregation for trades while requiring Charles Schwab as custodian. Distinctive operational practices disclosed in the brochure include a cap on individual positions (no position exceeds 8% of account value), a stated policy not to vote client proxies (clients receive proxies directly), and an allowance to employ leverage if directed by a client.
Client services
Expertise
Fee options
1.00% per annum, billed quarterly at 0.25% each quarter
Account minimum: $250,000
Main office
2200 South Utica Place, Suite 430
Tulsa OK 74114
Advisors at this office
1
Most active in
Colorado · New York · Oklahoma · Texas
Also doing business as
Fredric E. Russell Investment Management Co. · Xxec Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric G
Series 65
Tulsa, OK
Fredric E. Russell Investment Management Co.
Eric Glasco is a financial advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Bank of Oklahoma, Northwestern Mutual, and Oklahoma State University. Fredric E. Russell Investment Management Co. manages over $137 million in discretionary assets for primarily high-net-worth individuals, using a concentrated U.S. common-stock portfolio with a long-term investment approach based on fundamental analysis. The firm focuses on a specialized investment role without broad wealth-management services and maintains specific operational policies such as position caps and proxy voting practices.
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.
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