RUSSELL CAPITAL MANAGEMENT, LLC
A72
CRD 109513·SEC 801-56914·LEXINGTON, KY
AUM
$275.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$825K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $534.3M
'21 · $279.4M
'22 · $300.3M
'23 · $243.3M
'25 · $251.5M
'26 · $275.0M
'20'26
$534.3M → $275.0M▼ -49%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
7 advisors → 4 advisors▼ -43%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.