Russell
Thornton

Wealthcare Capital Management LLC

CRD#2388723
Investment Advisor
in Atlanta, GA

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About this Advisor

Russell Thornton is a financial advisor operating out of Atlanta, Georgia with 13 years of industry experience. Thornton is an advisor for Wealthcare Capital Management LLC. They have spent their whole career at Wealthcare Capital Management Llc. Thornton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Wealthcare Capital Management LLC is an advisory business based in Richmond, VA. The company has offices in 18 locations and a total of 59 employees. It oversees $3 billion in assets under management across its 11,094 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 11,094 accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. Wealthcare Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. However, fee types charged by Wealthcare Capital Management LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Atlanta, GA

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management

$2,603,042,487

GA Average: $1,835,309,194
Total Number of Employees

59

GA Average: 32
Total Number of Accounts

11,094

GA Average: 1,458
Average Account Size

$234,635

GA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Russell Thornton Work History

Russell has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Wealthcare Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Thornton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthcare Capital Management LLC

Peggy Carlson
Claremont, CA
Scott Davison
Richmond, VA
Ayad Amary
West Chester, PA
James Mirenda
East Dorset, VT
Michael Valdez
Richmond, VA
Scarlott Cagle
Richmond, VA
Tae Kneidinger
Moseley, VA
Bradley Joubert
Fort Mill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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