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John Howard Russell (Lubbock)


John Howard Russell is an adviser based in Lubbock. It manages $61 million of regulatory assets for 914 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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John Howard Russell provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

John Howard Russell: assets under management

The assets under management (AUM) of John Howard Russell is $61 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John Howard Russell for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lubbock

The principal office where John Howard Russell performs its advisory services is located at 5807 63 Rd Street, Lubbock, TX 79424, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-794-3848 or by fax 806-794-3929. The normal business hours are 9:00 a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.theadvisorsgroup.net.


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