# James Russo

> James Russo is a fee-only financial advisor at Altrius Capital Management in Jersey City, New Jersey. Altrius Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-russo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Altrius Capital Management
- **Based in:** Jersey City, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $716.0M across 1,431 accounts
- **CRD:** 2838922 (https://adviserinfo.sec.gov/individual/summary/2838922)
- **SEC registration:** Investment adviser representative in MI, NC, NJ, TX
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.altrius-capital.com

## Frequently asked questions

### Is James Russo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Altrius Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Altrius Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Russo based?

James Russo is based in Jersey City, New Jersey.

### Is James Russo registered with the SEC?

Yes. James Russo is registered as an investment adviser representative in MI, NC, NJ and TX (CRD 2838922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altrius Capital Management manage?

Altrius Capital Management reports $716.0M across 1,431 accounts in assets under management.

### How do I contact James Russo?

Through James's website, www.altrius-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2838922): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.