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RUSSELL CAPITAL MANAGEMENT, LLC
CRD 109513File 801-56914
APPROVED
Retail clients
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.0M
Below cohort median (national)
Discretionary AUM
$267.8M
Non-discretionary $7.2M
Clients
299
606 accounts
Employees
4
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 15, 1999
- Principal office
- 476 E HIGH ST, LEXINGTON, KY, 40507
- Phone
- 859-254-5225
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.0M
- Discretionary AUM
- $267.8M
- Non-discretionary AUM
- $7.2M
- Discretionary accounts
- 596
- Non-discretionary accounts
- 10
- Total accounts
- 606
- AUM per client
- $920K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $27.2M |
| High net worth individuals | 69 | $194.1M |
| Individuals (other than high net worth individuals) | 220 | $53.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.