AdFi
JM

James Michael Russo

Investment Adviser Representative at ALTRIUS CAPITAL MANAGEMENT, INC.

Novi, MICRD #2838922Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MichiganNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/3/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 2/27/1997
Series 7
General Securities Representative Examination
Passed 9/13/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/27/1997
Series 24
General Securities Principal Examination
Passed 11/14/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Altrius Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTRIUS CAPITAL MANAGEMENT, INC.Current
8/22/2002Novi, MI
FINANCIAL NETWORK INVESTMENT CORPORATION
12/31/20018/22/2002New Bern, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View ALTRIUS CAPITAL MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Michael Russo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James Michael Russo - Financial Advisor in Novi, MI | AdvisorFinder