RUSSO INVESTMENT MANAGEMENT

RUSSO INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 107164). Regulatory assets under management: $16.4M.

Registration

• CRD: 107164
• SEC file number: 801-50035
• Type: Registered investment adviser
• Phone: 513-720-7838
• Latest filing: 2026-04-01
• Regulatory AUM: $16.4M
• Discretionary AUM: $16.4M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 107164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search