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BM
BM

Brian Hartley Mckeown

Russell Capital Management, LLC
39 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Russell Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
287 clients
Average Client Portfolio
$876K average
Assets Under Management
$251.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M0.75%
$5M+0.65%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

476 East High St, Suite 100, Lexington, KY, 40507

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993
Settled
Customer Dispute
November 1990
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian is a VP of Investments at Russell Capital Mgt., a Registered Investment Advisor (RIA) in Lexington, KY, since 1994. This investment-related activity takes nearly all of Brian's time and is fee-based.

Employment History
Current Registrations
Russell Capital Management, LLC
February 1999 - Present · 27 yrs
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
August 2006 - January 2017 · 10 yrs 5 mos
Winebrenner Capital Partners, LLCBroker
January 2002 - September 2005 · 3 yrs 8 mos
Financial Asset Management, INC.Broker
June 1994 - December 2001 · 7 yrs 6 mos
Prudential Securities IncorporatedBroker
March 1987 - June 1994 · 7 yrs 3 mos
Painewebber IncorporatedBroker
May 1986 - April 1987 · 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.