Russell Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Russell Wealth Management provides customized, discretionary investment management primarily to high‑net‑worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm manages client assets across domestic and international stocks, bonds, mutual funds, and ETFs and operates as a very small adviser (one advisor, eight clients, roughly $2.4 million in assets under management) with a stated account minimum of $250,000.
The adviser emphasizes risk‑adjusted returns using fundamental security analysis and generally maintains long holding periods while attempting to minimize turnover and tax sensitivity. Clients may impose reasonable investment restrictions and the firm typically manages accounts on a discretionary basis.
A distinctive feature is that the firm’s principal also practices law approximately thirty hours per week at a law firm, reflecting a legal background that is uncommon among independent advisers. The firm recently changed to monthly billing, maintains a written Code of Ethics, and does not vote proxies on clients’ behalf (clients retain proxy voting responsibility).
Client services
Expertise
Fee options
$0.00 - $500,000.00: 1.25% $500,001.00 - $1,500,000.00: 1.00% $1,500,001.00 - $3,500,000.00: 0.85% $3,500,001.00 - $5,500,000.00: 0.75% Over $5,500,000+: Negotiable
Account minimum: $250,000.00
Main office
120 North Congress Street, Suite 620
Jackson MS 39201
Advisors at this office
1
Most active in
Mississippi
Also doing business as
Russell Wealth Management, LLC · Surgo Asset Management, LLC · Surgo Assets Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)