AdvisorCensus / Financial advisors / Washington / Seattle / Russell Investments
Russell Investments
Filed as RUSSELL INVESTMENTS · Legal name Russell Investments Capital, LLC
Russell Investments is an SEC-registered investment advisory firm in Seattle, WA, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Russell Investments compensated?
On its Form ADV (Item 5.E, October 2026), Russell Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Russell Investments located?
Russell Investments' principal office is in Seattle, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Russell Investments registered with the SEC or a state?
Russell Investments is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 37550.
How much does Russell Investments manage?
Russell Investments reports $35,029,180,603 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Russell Investments' assets and staff changed since 2021?
In the Form ADV data for Russell Investments: Regulatory assets under management: $21,958,916,213 in the October 2021 data and $35,029,180,603 in the October 2026 data, up 60%. Total employees: 70 in October 2021 and 580 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Russell Investments serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (53); pension and profit sharing plans (but not the plan participants or government pension plans) (37); state or municipal government entities (including government pension plans) (5).
Which custodians does Russell Investments use?
Russell Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman, Northern Trust and State Street Bank as custodians holding 10% or more of its separately managed account assets.
Does Russell Investments report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/37550
What changed in Russell Investments' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 135 to 126. Regulatory assets under management went from $27,218,321,292 to $35,029,180,603 (+29%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$35,029,180,603 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Russell Investments Capital, LLC
- Also doing business as
- RUSSELL INVESTMENTS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1999 (27 years)
- Employees
- Total: 580. Performing investment advisory functions: 126.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $35,029,180,603 | 580 | March 31, 2026 |
| October 2025 | $27,218,321,292 | 602 | July 21, 2025 |
| October 2024 | $23,026,995,111 | 656 | July 30, 2024 |
| October 2023 | $20,678,685,059 | 667 | June 30, 2023 |
| October 2022 | $21,270,223,999 | 136 | July 13, 2022 |
| October 2021 | $21,958,916,213 | 70 | August 12, 2021 |
Regulatory assets under management: $21,958,916,213 in the October 2021 data and $35,029,180,603 in the October 2026 data, up 60%.
Total employees: 70 in October 2021 and 580 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 135 to 126.
- Regulatory assets under management went from $27,218,321,292 to $35,029,180,603 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Russell Investments (CRD 37550): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/russell-investments-seattle-wa-37550