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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED_RES | 2024-02-05 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Total Wealth And Wellness | Dayton | OH | 07/2003 | Present |
| Russell Capital Management, Llc | Dayton | OH | 01/2013 | 04/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2024 | Present |
| Russell Smart Insight Tax Advisors, Llc | Dayton | OH | 01/2026 | Present |
1.) Russell Total Wealth and Wellness; Yes Investment Related; One Russell Place, Dayton, OH 45409; Insurance Sales; POSITION Producing Agent; START DATE: 07/2003; Approx. 54 hours a month; Approx. 54 hours during trading; Insurance Sales and Services. 2.) RCR Holdings, LLC; Not investment Related; Xenia, OH; Real Estate; Position: Member/Partner; Start Date: 06/2017; Approx. 1 hour a month; Approx. 0 hours during trading; business related decisions. 3.) Do Good Marketing; Not Investment Related; One Russell Place, Dayton, OH 45409; Marketing Services; Position: Chairman, President and Treasurer; Start Date: 01/2023; Approx. 12 hours a month; Approx. 0 hours during trading; Oversight of marketing financials. 4.) Russell Smart Insight Tax Advisors, LLC; Investment Related: No; One Russell Place, Dayton OH 45409; Personal and business tax preparation, planning, and book keeping; Majority Partner; Start Date 01/2026; Approx hours per month: 30; Approx hours during trading: 0; Majority owner responsible for strategic vision, growth initiatives, future acquisitions, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-22 |
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