# Russell Advisory Group, Inc

> Russell Advisory Group, Inc is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 15, 2025.

- CRD: 297199
- Filed as: RUSSELL ADVISORY GROUP, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 15, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297199
- AdvisorCensus page: https://advisorcensus.com/firm/russell-advisory-group-inc-297199

## Quick answers

**How is Russell Advisory Group, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Russell Advisory Group, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Russell Advisory Group, Inc registered with the SEC or a state?**
Russell Advisory Group, Inc is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297199.

**How much does Russell Advisory Group, Inc manage?**
Russell Advisory Group, Inc reports $2,100,000 in regulatory assets under management in its Form ADV filing dated April 15, 2025 (100% discretionary).

**What types of clients does Russell Advisory Group, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Russell Advisory Group, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297199

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,100,000
- Discretionary: $2,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Russell Advisory Group, Inc (CRD 297199): Form ADV filing data as of October 2026.