Bruce Russo
Russo Investment Management · Cincinnati, Ohio
Bruce Russo is a fee-only financial advisor at Russo Investment Management in Cincinnati, Ohio, who holds the PFS credential. Russo Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Russo Investment Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 13 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH · CRD 1449565 |
| Exams passed | Series 63 (1986) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Bruce's firm compares
- Russo Investment Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Bruce
Is Bruce Russo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Russo Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Russo Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Russo based?
Bruce Russo is based in Cincinnati, Ohio.
What credentials does Bruce Russo hold?
Bruce Russo holds the PFS credential.
Is Bruce Russo registered with the SEC?
Yes. Bruce Russo is registered as an investment adviser representative in OH (CRD 1449565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Russo Investment Management manage?
Russo Investment Management reports $16.4M across 13 accounts in assets under management.
How do I contact Bruce Russo?
Contact details aren't on file yet. Search for Russo Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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