Isaac Russell
Optimal Capital Advisors · Traverse City, Michigan
Isaac Russell is a fee-only financial advisor at Optimal Capital Advisors in Traverse City, Michigan. Optimal Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Optimal Capital Advisors |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $119.9M across 223 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7067225 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.optimalcapital.com |
| Profile |
How Isaac's firm compares
- Optimal Capital Advisors's average account is about $538,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Isaac
Is Isaac Russell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaac holds no broker registration, and Optimal Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isaac charge for financial advice?
Isaac's firm, Optimal Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Isaac Russell based?
Isaac Russell is based in Traverse City, Michigan.
Is Isaac Russell registered with the SEC?
Yes. Isaac Russell is registered as an investment adviser representative in MI (CRD 7067225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optimal Capital Advisors manage?
Optimal Capital Advisors reports $119.9M across 223 accounts in assets under management.
How do I contact Isaac Russell?
Through Isaac's website, www.optimalcapital.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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