Fredric E. Russell Investment Management Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK.
Assets Under Management
$150M
Employees
5
Offices
--
Total Clients
85
Primary office
TULSA, OK
2200 SOUTH UTICA PLACE, SUITE 430, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.2% of total clients.
Top client categories% of clientsClients
1
HNWI
48.2%
41
2
Individuals
42.4%
36
3
Pension Plans
5.9%
5
4
Corporations
3.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of February 27, 2025
Discretionary100.0%
$150M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150M
Total Accounts85
10Y AUM Change+$49M (+48.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.