{
  "crd_number": 121914,
  "slug": "george-edward-russell-dba-russell-and-company-121914",
  "primary_business_name": "GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY",
  "legal_name": "GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1984-08-20",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-01-12",
  "carried_forward": false,
  "raum_total": 4500000.0,
  "raum_discretionary": 4500000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 4500000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121914",
  "listing_state": "IN",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/george-edward-russell-dba-russell-and-company-121914",
  "display_name": "George Edward Russell DBA Russell and Company",
  "summary": "George Edward Russell DBA Russell and Company is a state-registered investment advisory firm, registered since 1984, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.",
  "citation": "AdvisorCensus. George Edward Russell DBA Russell and Company (CRD 121914): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is George Edward Russell DBA Russell and Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), George Edward Russell DBA Russell and Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is George Edward Russell DBA Russell and Company registered with the SEC or a state?",
      "a": "George Edward Russell DBA Russell and Company is a state-registered investment advisory firm, registered since 1984. Status as filed: APPROVED. CRD 121914."
    },
    {
      "q": "How much does George Edward Russell DBA Russell and Company manage?",
      "a": "George Edward Russell DBA Russell and Company reports $4,500,000 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary)."
    },
    {
      "q": "Does George Edward Russell DBA Russell and Company report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121914"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/george-edward-russell-dba-russell-and-company-121914.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4500000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121914",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}