Russell Boyce Albright

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2011 → 04/2018
  Albright Investment Management
  San Mateo, CA
• 04/2018 → 06/2019
  Bank Of The West
  Petaluma, CA
• 06/2019 → 08/2020
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 11/2023 → 04/2025
  Rwa Wealth Partners, Llc
  Newton, MA
• 08/2020 → 11/2023
  Polaris Wealth Advisory Group, Llc
  San Rafael, CA
• 04/2025 → Present
  Sovran Advisors Llc
  Costa Mesa, CA

Previous Registrations

• 2023-11-03 → 2025-04-15
  Rwa Wealth Partners
  San Rafael, CA
  Boston, MA
• 2019-07-10 → 2023-11-07
  Polaris Wealth Advisory Group
  San Rafael, CA
• 2011-09-13 → 2019-08-02
  Albright Investment Management Llc
  San Mateo, CA

Other Businesses

NAME OF OTHER BUSINESS: Russell Albright CTFA, LLC INVESTMENT RELATED: Yes ADDRESS: 405 E D Street, Suite 112, Petaluma, CA 94952 NATURE OF BUSINESS: Entity for Wealth Management business START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: Owner APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: this is a legal entity created for tax management purposes and receiving income from wealth management business

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-18
• S63 Uniform Securities Agent State Law Examination
  1997-05-22