William Mcgehee Russell

Employer firm

Kayne Anderson Rudnick Investment Management, LLC CRD 104599

$39.4B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 05/2019
  Scotia Capital (Usa) Inc
  New Orleans, LA
• 05/2021 → 10/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2019 → 09/2021
  Strategic Project Solutions, Inc.
  Houston, TX
• 08/2025 → Present
  Vp Distributors Llc
  Delray Beach, FL
• 08/2025 → Present
  Kayne Anderson Rudnick Investment Management Llc
  Delray Beach, FL
• 06/2023 → 08/2025
  Cornerstone Wealth
  Delray Beach, FL
• 04/2022 → 05/2023
  Roberts & Ryan Inc
  Delray Beach, FL
• 10/2021 → 02/2022
  Investifi Securities Llc
  Delray Beach, FL

Previous Registrations

• 2024-02-12 → 2025-08-06
  Cornerstone Wealth
  Huntersville, NC

Other Businesses

1) 715.5 AC CAMP HOUSE, EVERGREEN, AL 36401 - LOG CABIN RENTAL PROPERTY WITH SURROUNDING TIMBER FARM AND HUNTING LEASES - OWNER SINCE JUNE 2017 - MANAGED BY REGIONS PRIVATE WEALTH MANAGEMENT MOBILE, AL - INVESTMENT RELATED (REAL ESTATE) - DE MINIMIS HRS/ MONTH, DE MINIMIS HRS/ TRADING DAY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  2021-11-24

Other Names

• Will Russell
• William Mcgehee Russell