# Russo Investment Management

> Russo Investment Management is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 107164
- Filed as: RUSSO INVESTMENT MANAGEMENT
- Legal name: Russo Bruce Edward
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107164
- AdvisorCensus page: https://advisorcensus.com/firm/russo-investment-management-107164

## Quick answers

**How is Russo Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Russo Investment Management 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 Russo Investment Management registered with the SEC or a state?**
Russo Investment Management is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 107164.

**How much does Russo Investment Management manage?**
Russo Investment Management reports $16,388,873 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Russo Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (4).

**Does Russo Investment Management 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/107164

## 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: $16,388,873
- Discretionary: $16,388,873
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $913,659 |
| High net worth individuals | 9 | $15,475,214 |

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

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. Russo Investment Management (CRD 107164): Form ADV filing data as of October 2026.