RM
RM

Russell John Matthews

8 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
4 clients
Average Client Portfolio
$26.0M average
Assets Under Management
$104.0M

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Russell is a principal at Caliper Advisory Group, a consulting firm, since 2018. He dedicates minimal time to providing strategic and other consulting services to businesses, including investment advisors.

Employment History
Current Registrations
Branzan Investment Advisors, INC.
April 2025 - Present · 10 mos
Previous Registrations
Scb Global Capital Management, LLC
December 2014 - October 2019 · 4 yrs 10 mos
Bear, Stearns & CO. INC.
August 2004 - February 2007 · 2 yrs 6 mos
Fahnestock Asset Management
January 2004 - August 2004 · 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.