Bank / Wealth / TrustRIA · CRD 109513SEC-Registered

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Russell Capital Management

Russell Capital Management was founded in 1991 and operates from a single office at 476 East High Street in Lexington, Kentucky. The firm is structured as a...

Russell Capital Management logo

Russell Capital Management

Russell Capital Management was founded in 1991 and operates from a single office at 476 East High Street in Lexington, Kentucky. The firm is structured as a registered investment adviser, providing wealth management to individuals, high-net-worth families, pension plans, and institutions. Its longevity in a secondary market suggests a client base built on multi-decade relationships rather than aggressive national marketing. The firm's stated service range covers investment management, financial planning, retirement account oversight, and estate planning coordination. Russell Capital Management explicitly notes a fee model where its success is tied to client success, indicating an advisory fee structure rather than commission-based product distribution. The firm's geographic focus is concentrated in the greater Lexington area, with no branch offices or national footprint disclosed. Scale metrics are not publicly disclosed. The firm does not publish AUM, team headcount, or client count on its website. Its physical presence is limited to the East High Street address, with contact availability listed as Monday through Friday, 8:00 AM to 4:00 PM, and weekends by appointment. The firm's toll-free number suggests capacity to serve clients beyond the immediate local area. Russell Capital Management's structural differentiator lies in its independence and compensation alignment. Operating as a boutique in a secondary market for over three decades without affiliation to a larger financial institution, the firm positions itself purely as an adviser whose revenue depends on asset growth — not on proprietary product distribution or transaction volume.

General information

Firm type

Bank / Wealth / Trust

Year founded

1991

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lexington

Corporate office

476 East High Street, Lexington, KY 40507, United States

Frequently asked questions

How does Russell Capital Management charge for its services?

The firm's website states that its success is tied to client success, which indicates a fee-based advisory model rather than commission-driven product sales. As a registered investment adviser, Russell Capital Management likely charges a percentage of assets under management or a fixed fee for financial planning services, but its specific fee schedule is not publicly disclosed.

Does Russell Capital Management serve clients outside Kentucky?

The firm maintains a toll-free number (800-568-5225) and its registration as an investment adviser permits serving clients in multiple jurisdictions. However, Russell Capital Management does not list any additional offices, and its marketing materials focus exclusively on Lexington and the surrounding region. No out-of-state presence is advertised.

Who runs investment decisions at Russell Capital Management?

The firm has not publicly identified its investment committee, portfolio managers, or key decision-makers on its website or LinkedIn. As a small independent RIA, investment decisions likely reside with one or two senior principals, but no names are available in the public domain to confirm.

What types of client accounts does Russell Capital Management accept?

Altss research indicates the firm serves individuals, high-net-worth individuals, pension plans, and institutions. Its website refers to managing 401(k) assets, personal savings, budgeting, and estate planning, suggesting a range from basic wealth accumulation accounts to intergenerational transfer strategies.

Is Russell Capital Management affiliated with a larger bank or financial institution?

No. The firm operates independently under its own registered investment adviser entity. Its longevity since 1991 without acquisition or parent-company branding reinforces its posture as a standalone boutique rather than a bank trust department or wirehouse team.

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