David Russell
Atlas Brown · Louisville, Kentucky
David Russell is a fee-only financial advisor at Atlas Brown in Louisville, Kentucky. Atlas Brown reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Atlas Brown |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $605.2M across 1,194 accounts |
| SEC registration | Investment adviser representative in KY, LA, TX · CRD 850934 |
| Exams passed | Series 63 (1982) · Series 65 (1993) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atlasbrown.com |
| Profile |
How David's firm compares
- Atlas Brown's average account is about $507,000, from its Form ADV (assets managed divided by 1,194 accounts).
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Questions about David
Is David Russell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Atlas Brown reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Atlas Brown, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Russell based?
David Russell is based in Louisville, Kentucky.
Is David Russell registered with the SEC?
Yes. David Russell is registered as an investment adviser representative in KY, LA and TX (CRD 850934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlas Brown manage?
Atlas Brown reports $605.2M across 1,194 accounts in assets under management.
How do I contact David Russell?
Through David's website, www.atlasbrown.com.
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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