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BM

Brian H. Mckeown

RUSSELL CAPITAL MANAGEMENT
VERO BEACH, FL
Some features on this profile are disabled
CRD#: 1499069
BM

Professional summary

Brian Hartley Mckeown is a registered financial advisor currently at RUSSELL CAPITAL MANAGEMENT, LLC located in Vero Beach, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Brian has worked at 6 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Hartley Mckeown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 17, 1999 - Present

RUSSELL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109513
VERO BEACH, FL
Past

August 22, 2006 - January 3, 2017

APW CAPITAL, INC.

BD
CRD#: 43814
LEXINGTON, KY
Past

January 29, 2002 - September 30, 2005

WINEBRENNER CAPITAL PARTNERS, LLC

BD
CRD#: 48027
LOUISVILLE, KY
Past

June 7, 1994 - December 7, 2001

FINANCIAL ASSET MANAGEMENT, INC.

BD
CRD#: 18514
COLUMBUS, OH
Past

March 19, 1987 - June 15, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 22, 1986 - April 2, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RC
RUSSELL CAPITAL MANAGEMENT, LLC
RUSSELL CAPITAL INSURANCE | VERDANT INVESTMENTS | RUSSELL CAPITAL MANAGEMENT, LLC | RUSSELL CAPITAL MANAGEMENT INC

CRD#: 109513 / SEC#: 801-56914

RIA
Registered Investment Advisory firm - (10/15/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(2/17/1999)

Exams

State Security Law Exam
RR
Series 63
Date: 6/6/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/12/1990
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination

Current Firm

RC
RUSSELL CAPITAL MANAGEMENT, LLC
RUSSELL CAPITAL INSURANCE | VERDANT INVESTMENTS | RUSSELL CAPITAL MANAGEMENT, LLC | RUSSELL CAPITAL MANAGEMENT INC

CRD#: 109513 / SEC#: 801-56914

RIA
Registered Investment Advisory firm - (10/15/1999 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
476 E High St, Lexington, KY 40507
Mailing Address
Phone number
(859) 254-5225
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RCM BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts587
AUM (Assets Under Management)$ 251,483,482

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RUSSELL CAPITAL MANAGEMENT, LLC

CRD#: 109513Vero Beach, FL

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