Russell G. Thornton
WEALTHCARE CAPITAL MANAGEMENT LLC | Financial Advisor, Wealthcare for Women
ATLANTA, GA
CRD#: 2388723
Professional summary
Russell Garrett Thornton, who also goes by Russell G Thornton, is a registered financial advisor currently at WEALTHCARE CAPITAL MANAGEMENT LLC located in Atlanta, Georgia.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Russell has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Biography
My name is Russ. I’ve been delivering personal financial advice to clients and families for almost 30 years and have helped countless women get ready for retirement, care for their families, protect their wealth—and most importantly, live great lives.
When I was a young man, my Mom went through a divorce. Despite being a smart and hard-working woman, the divorce led to some significant financial challenges. For example, she was forced to declare personal bankruptcy. What she needed was someone in her corner to help her navigate financial uncertainty and look out for her best interests. Unfortunately, I was too young to help her then.
As an adult, I devoted my career to becoming a champion for women like my mother. That’s why I started Wealthcare for Women: to empower you to make financial decisions that enable you to live a great life—without having to worry about money.
Outside of work, I'm happily married to Elizabeth and we're puppy parents to a rescue named Winnie.
I'm also a trustee for the non-profit Georgia Eye Bank.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Estate Planning,
Financial Coaching,
Trust Services,
Individual Insurance (Life, He...
Do you have an area of expertise or specialization?
Retirement Planning,
Divorce Planning,
High Net Worth Planning,
Investment Management,
Trust and Estate Planning,
Risk Management and Insurance ...
What is your minimum asset requirement?
1M
How do you get paid?
Fee-Only, Fixed Fee, % of AUM.
My fee schedule depends on cli...
Are you a "fiduciary"?
Yes
Aliases
Russell G Thornton
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.
Georgia Eye Bank, serving on board of trustees and leading the finance committee as Treasurer, Charitable Organization, no compensation, 1 hour per month, One Premier Plaza 5605 Glenridge Dr NE, Suite 250, Atlanta, GA 30342
CRS (Client Relationship Summary) - RIA
Click below to view Russell Garrett Thornton's 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®
NoneExperience
Current
February 19, 2010 - Present
WEALTHCARE CAPITAL MANAGEMENT LLC
RIA
CRD#: 111119
ATLANTA, GA
Past
November 25, 2009 - November 30, 2009
WEALTHCARE CAPITAL MANAGEMENT LLC
RIA
CRD#: 111119
RICHMOND, VA
Past
March 14, 2006 - November 25, 2009
THORNTON WEALTH MANAGEMENT, LLC
RIA
CRD#: 139710
ATLANTA, GA
Past
November 18, 1996 - March 16, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
October 6, 1993 - March 16, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
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".
WC
WEALTHCARE CAPITAL MANAGEMENT LLC
AUDREY SANDERS WEALTH ADVISORY OF HARLEM | YOUNG FINANCIAL GROUP | WEALTHCARE PRIVATE CLIENT, LLC | WEALTHCARE FOR WOMEN | WEALTHCARE CAPITAL MANAGEMENT, INC. | WEALTHCARE CAPITAL MANAGEMENT LLC DBA JSW FINANCIAL | WEALTHCARE CAPITAL MANAGEMENT LLC DBA CAREWELL | WEALTHCARE CAPITAL MANAGEMENT LLC | VAN ZANDT FINANCIAL | THORNTON WEALTH MANAGEMENT | SIGHTLINE INVESTMENTS, A DIVISION OF WEALTHCARE CAPITAL MANAGEMENT LLC | PERSONAL FINANCIAL EXPERIENCES LLC | HESSENFLOW FINANCIAL PLANNING | FPA SECURITIES, INC. | FINANCIAL LIFE DESIGNS | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT RETIREMENT SERVICES | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT | FINANCEWARE, INC. DBA THE CULLY WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. DBA CR WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. | BEACON WEALTH ADVISORS
CRD#: 111119 / SEC#: 801-60183
RIA
Registered Investment Advisory firm - (4/19/2001 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
Georgia(2/19/2010)
IAR
Texas(1/13/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WC
WEALTHCARE CAPITAL MANAGEMENT LLC
AUDREY SANDERS WEALTH ADVISORY OF HARLEM | YOUNG FINANCIAL GROUP | WEALTHCARE PRIVATE CLIENT, LLC | WEALTHCARE FOR WOMEN | WEALTHCARE CAPITAL MANAGEMENT, INC. | WEALTHCARE CAPITAL MANAGEMENT LLC DBA JSW FINANCIAL | WEALTHCARE CAPITAL MANAGEMENT LLC DBA CAREWELL | WEALTHCARE CAPITAL MANAGEMENT LLC | VAN ZANDT FINANCIAL | THORNTON WEALTH MANAGEMENT | SIGHTLINE INVESTMENTS, A DIVISION OF WEALTHCARE CAPITAL MANAGEMENT LLC | PERSONAL FINANCIAL EXPERIENCES LLC | HESSENFLOW FINANCIAL PLANNING | FPA SECURITIES, INC. | FINANCIAL LIFE DESIGNS | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT RETIREMENT SERVICES | FINANCEWARE, INC. DBA WEALTHCARE CAPITAL MANAGEMENT | FINANCEWARE, INC. DBA THE CULLY WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. DBA CR WEALTH MANAGEMENT GROUP | FINANCEWARE, INC. | BEACON WEALTH ADVISORS
CRD#: 111119 / SEC#: 801-60183
RIA
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Contact information
Main Address
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219
Mailing Address
600 East Main Street Suite 1240, Richmond, VA 23219
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,564 |
| AUM (Assets Under Management) | $ 3,030,880,135 |
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
WEALTHCARE CAPITAL MANAGEMENT LLC
Financial Advisor, Wealthcare for WomenCRD#: 111119Atlanta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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