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James Michael Russo

ALTRIUS CAPITAL MANAGEMENT, INC.·NEW BERN, North Carolina
Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredALTRIUS CAPITAL MANAGEMENT, INC.
1323 COMMERCE DRIVE, NEW BERN, NC 28562CRD# 2838922Firm CRD# 121529

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Russo · NEW BERN, NC
Registration
CRD #2838922 · ALTRIUS CAPITAL MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

ALTRIUS CAPITAL MANAGEMENT, INC.
Aug 2002 – present
FINANCIAL NETWORK INVESTMENT CORPORATION
Dec 2001 – Aug 2002
NEW BERN, NC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTRIUS CAPITAL MANAGEMENT, INC.
CRD 121529 · SEC 801-63153
AUM
$587M
Regulatory assets under management
Employees
13
505 client accounts
Services offered by ALTRIUS CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ALTRIUS CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does James Michael Russo offer?
James Michael Russo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW BERN, North Carolina for a consultation.
What are James Michael Russo's credentials?
James Michael Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Russo located?
James Michael Russo is based in NEW BERN, North Carolina, working with ALTRIUS CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEW BERN metropolitan area and surrounding communities.
How does James Michael Russo charge for services?
James Michael Russo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTRIUS CAPITAL MANAGEMENT, INC.?
ALTRIUS CAPITAL MANAGEMENT, INC. has approximately 13 employees and manages $587M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTRIUS CAPITAL MANAGEMENT, INC.

Ralph Anthony Milne
NEW BERN, NC
Andrea Lee Aitken
NEW BERN, NC

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