Kerri Russ
Bellingham Capital · Bellingham, Washington
Kerri Russ is a fee-only financial advisor at Bellingham Capital in Bellingham, Washington. Bellingham Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bellingham Capital |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $149.2M across 594 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 6416017 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bellinghamcapital.com |
How Kerri's firm compares
- Bellingham Capital's average account is about $251,000, from its Form ADV (assets managed divided by 594 accounts).
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Questions about Kerri
Is Kerri Russ a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerri holds no broker registration, and Bellingham Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerri charge for financial advice?
Kerri's firm, Bellingham Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kerri Russ based?
Kerri Russ is based in Bellingham, Washington.
Is Kerri Russ registered with the SEC?
Yes. Kerri Russ is registered as an investment adviser representative in TX and WA (CRD 6416017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellingham Capital manage?
Bellingham Capital reports $149.2M across 594 accounts in assets under management.
How do I contact Kerri Russ?
Through Kerri's website, www.bellinghamcapital.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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