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Victor Russell

9 Years of Experience
Dallas, TX

Victor Russell is a registered investment advisor at Acribus Capital LLC, based in Dallas, TX, with 9 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 5 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$21.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.40%

Rates shown are for private clients investing in public equities. Fixed income is charged at 0.50% and alternative investments at 2.00%. Fees are negotiable. Strategic Portfolio Solutions range from 1.00% to 1.25%.

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

Dallas, TX

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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

Victor is an adjunct professor at Texas Christian University since 2020, teaching intro to financial management. This takes about 10-20% of his time.

Employment History
Current Registrations
Acribus Capital LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Mavros Capital Management, LLC
September 2023 - December 2023 · 3 mos
Mgo Private Wealth, LLC
July 2022 - March 2023 · 8 mos
J.P. Morgan Securities LLCBroker
November 2017 - August 2021 · 3 yrs 9 mos
Portrait Financial
June 2017 - December 2017 · 6 mos
UBS Financial Services INC.
August 2014 - August 2016 · 2 yrs
UBS Financial Services INC.Broker
August 2014 - August 2016 · 2 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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