James
Russo

Altrius Capital Management, Inc

CRD#2838922
Investment Advisor
in New Bern, NC

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About this Advisor

James Russo is a financial advisor located in New Bern, North Carolina. Currently an investment advisor at Altrius Capital Management, Inc, they have gathered 20 years of professional experience in the financial advisory industry. Russo has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Russo is registered to operate in New Jersey, North Carolina and Texas. Their career trajectory has included roles at Altrius Capital Management, Inc and Altrius Institutional Asset Management, LLC. Altrius Capital Management, Inc is headquartered in New Bern, North Carolina, and has two other locations across the nation. In aggregate, Altrius Capital Management, Inc oversees $345 million in assets covering 402 accounts and employs 10 staff members. The level of assets currently under the firm's management places it among the mid-sized financial advisory firms in the nation. The firm manages 386 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 26% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Altrius Capital Management, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1323 Commerce Drive
New Bern, NC 28562

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Altrius Capital Management, Inc Brokerage Details

Total Assets Under Management

$344,649,975

NC Average: $3,625,019,099
Total Number of Employees

10

NC Average: 22
Total Number of Accounts

402

NC Average: 1,917
Average Account Size

$857,338

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

James Russo Work History

James has 20 years of experience.

2000 - Present (21 years)

Altrius Capital Management, Inc

2000 - 2013 (13 years)

Altrius Institutional Asset Management, LLC

Disclosures

James Russo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Altrius Capital Management, Inc

Robert D'Angelo
New Bern, NC
Gregory Kammerer
New Bern, NC
Christopher Rolf
Raleigh, NC
Rita Hendrick-Smith
New Bern, NC
Andrea Aitken
New Bern, NC
James Russo
New Bern, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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