Russell J. Newsom

BRUIN CAPITAL ALLOCATION

CINCINNATI, OH 45202

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CRD#: 6249982

Professional summary

Russell James Newsom is a registered financial advisor currently at BRUIN CAPITAL ALLOCATION, LLC located in Cincinnati, Ohio.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Russell has worked at 1 firm and has passed the Series 65 exam.

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 Russell James Newsom'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®

None

Experience

Current

February 24, 2014 - Present

BRUIN CAPITAL ALLOCATION, LLC

Office #1: 602 Main Street Suite 700, Cincinnati, OH 45202

RIA

CRD#: 169035

CINCINNATI, OH

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

Ohio
(2/24/2014)

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: 8/10/2013

Uniform Investment Adviser Law Examination

Current Firm

BRUIN CAPITAL ALLOCATION, LLC

CRD#: 169035 / SEC#:

Ohio

Registered Investment Advisory firm - (2/24/2014 Approved)

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Contact information

Main Address

119 East Court Street Suite 203, Cincinnati, OH 45202

Mailing Address

Phone number

(513) 620-6801

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 10,500,000

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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Russell J. Newsom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell James Newsom's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUIN CAPITAL ALLOCATION, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/2013

Current Firm

BRUIN CAPITAL ALLOCATION, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRUIN CAPITAL ALLOCATION, LLC

TRUST BUT VERIFY

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