James Russo
Altrius Capital Management · Jersey City, New Jersey
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.
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Facts
| Firm | Altrius Capital Management |
|---|---|
| Based in | Jersey City, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $716.0M across 1,431 accounts |
| SEC registration | Investment adviser representative in MI, NC, NJ, TX · CRD 2838922 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.altrius-capital.com |
How James's firm compares
- Altrius Capital Management's average account is about $500,000, from its Form ADV (assets managed divided by 1,431 accounts).
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Questions about James
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.
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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