Michael Russo Ltd
- Regulatory AUM
- $275M
- Discretionary
- $275M
- Clients
- 757
- Avg AUM / client
- $363K
- Accounts
- 1,910
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 697 | $152M | 55.3% |
| High net worth individuals | 54 | $114M | 41.3% |
| Pension and profit sharing plans | 6 | $9.2M | 3.36% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Michael Jacobson | Chief Compliance Officer, Chief Operations Officer | Mar 2006 (20y) | Less than 5% | |
| Michael Anthony Russo | President And Chief Executive Officer | Apr 2006 (20y) | 75% or more | |
| Joseph Ronald Dawczak | Registered representative | Apr 2011 (15y) | ||
| Eric Robert Jacobsen | Registered representative | Sep 2020 (6y) | ||
| Michael Anthony Ilg | Registered representative | Feb 2022 (5y) | ||
| Dominic Michael Russo | Registered representative | Aug 2023 (3y) | ||
| Matthew Alfred Russo | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $275M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗