Andrea L. Russo

ALTRIUS CAPITAL MANAGEMENT

NOVI, MI 48375

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CRD#: 4608837

Professional summary

Andrea L Russo, who also goes by Andrea L Aitken, Annie Aitken, Andrea Lee Bohonicky, Andrea Lee Fuller, Andrea Lee Russo, is a registered financial advisor currently at ALTRIUS CAPITAL MANAGEMENT, INC. located in Novi, Michigan.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrea has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea L Aitken | Annie Aitken | Andrea Lee Bohonicky | Andrea Lee Fuller | Andrea Lee Russo

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 Andrea L Russo'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

April 11, 2024 - Present

ALTRIUS CAPITAL MANAGEMENT, INC.

Office #1: 39555 Orchard Hill Pl Suite 600, Novi, MI 48375

RIA

CRD#: 121529

NOVI, MI

Past

October 6, 2023 - February 6, 2024

KROON & MITCHELL ASSET MANAGEMENT LLC

RIA

CRD#: 168120

GRAND RAPIDS, MI

Past

March 3, 2006 - September 11, 2023

ALTRIUS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 121529

NEW BERN, NC

Past

June 21, 2005 - December 17, 2009

CETERA WEALTH SERVICES, LLC

CRD#: 13572

NEW BERN, NC

Past

February 5, 2003 - June 8, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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".

ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC. | JMR FINANCIAL GROUP, INC.

CRD#: 121529 / SEC#: 801-63153

RIA

Registered Investment Advisory firm - (5/27/2004 Approved)

Florida

Registered Investment Advisory firm - (6/2/2004 Terminated)

North Carolina

Registered Investment Advisory firm - (6/2/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(8/4/2025)

IAR

North Carolina
(4/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/2008

General Securities Principal Examination

Current Firm

ALTRIUS CAPITAL MANAGEMENT, INC.

ALTRIUS CAPITAL MANAGEMENT, INC. | JMR FINANCIAL GROUP, INC.

CRD#: 121529 / SEC#: 801-63153

RIA

Registered Investment Advisory firm - (5/27/2004 Approved)

Florida

Registered Investment Advisory firm - (6/2/2004 Terminated)

North Carolina

Registered Investment Advisory firm - (6/2/2004 Terminated)

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Contact information

Main Address

39555 Orchard Hill Pl Suite 600, Novi, MI 48375

Mailing Address

Phone number

(252) 638-7598

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTRIUS CAPITAL MANAGEMENT, INC. ADV BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	1,342
AUM (Assets Under Management)	$ 626,765,786

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.

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Advisor Monitoring

Firm Stability Insights

Andrea L. Russo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea L Russo's CRS (Customer Relationship Summary).

Certified licenses

Experience

KROON & MITCHELL ASSET MANAGEMENT LLC

ALTRIUS CAPITAL MANAGEMENT, INC.

CETERA WEALTH SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ALTRIUS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2006

Series 63

Date: 2/6/2003

Series 7

Date: 10/18/2005

Series 6

Date: 2/3/2003

Series 24

Date: 3/27/2008

Current Firm

ALTRIUS CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTRIUS CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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