Russell Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated April 17, 2026, reports $275M in regulatory assets under management, 4 employees, 1 office, and 606 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.6% of total clients.
Top client categories% of clientsClients
1
Individuals
73.6%
220
2
HNWI
23.1%
69
3
Charitable
3.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of April 17, 2026
Discretionary97.4%
$268M
97% of total RAUM97.4%
Non-discretionary2.6%
$7M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$275M
Total Accounts606
10Y AUM Change$-270M (-49.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee75:1
10Y Employee Change-3 (-42.9%)
* 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.