Russell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,852,762
Clients
289
Advisors
4
across 2 offices
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
Expertise
Fee options
Flat annual fee negotiable with client, preferred by firm to remove conflicts of interest.
$0+: 0.65% annually $0+: up to 1.5% annually
Main office
See office476 East High St, Suite 100
Lexington KY 40507
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Kentucky · Louisiana · New Hampshire · Texas
Also doing business as
Russell Capital Insurance · Russell Capital Management Inc · Russell Capital Management, LLC · Verdant Investments
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.
Quick links
Advisors at this firm
Brian M
Series 63
Vero Beach, FL
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.
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.
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.
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 58 years of industry experience. He has worked at Russell Capital Management since 1991 and previously spent 12 years at APW Capital, Inc. Outside of advising, he was managing partner and sole owner of an aviation business that rented and maintained a Cirrus SR20 aircraft. Russell Capital Management serves individuals, high-net-worth clients, retirement accounts, foundations, and other entities by providing portfolio management, investment consulting, and supervisory services. The firm offers discretionary and nondiscretionary money management alongside tax and estate planning consultation, publishes performance results, and conducts educational seminars for clients.
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