# Russell DOE Financial Services

> Russell DOE Financial Services is a state-registered investment advisory firm in Burbank, CA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 134840
- Filed as: RUSSELL DOE FINANCIAL SERVICES
- Legal name: DOE, Russell Tupper
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burbank, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134840
- AdvisorCensus page: https://advisorcensus.com/firm/russell-doe-financial-services-burbank-ca-134840

## Quick answers

**How is Russell DOE Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Russell DOE Financial Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Russell DOE Financial Services located?**
Russell DOE Financial Services' principal office is in Burbank, CA, according to its Form ADV.

**Is Russell DOE Financial Services registered with the SEC or a state?**
Russell DOE Financial Services is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 134840.

**How much does Russell DOE Financial Services manage?**
Russell DOE Financial Services reports $10,000,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**Does Russell DOE Financial Services 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/134840

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,000,000
- Discretionary: $0
- Non-discretionary: $10,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $10,000,000 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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 DOE Financial Services (CRD 134840): Form ADV filing data as of October 2026.