Helium Advisors Llc
- Regulatory AUM
- $234M
- Discretionary
- $225M
- Clients
- 279
- Avg AUM / client
- $838K
- Accounts
- 690
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 193 | $56.1M | 24.0% |
| High net worth individuals | 67 | $159M | 68.2% |
| Corporations and other businesses | 19 | $18.2M | 7.77% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Nicholas Russell | President | Nov 2015 (11y) | ≈ 28.13% – 75% via Caysam Llc | |
| Howard Alexander Morin | Member | Nov 2015 (11y) | ≈ 28.13% – 75% via Katahdin Ventures Llc | |
| Roshan Mahendra Weeramantry | Co Head Of Wealth Management | Oct 2023 (3y) | Less than 5% | |
| Rustin Jj Feldman | Co Head Of Wealth Management | Oct 2023 (3y) | Less than 5% | |
| Morgan Ann Wickline | Registered representative | Jan 2026 (1y) | ||
| Bryan Kiss | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Helium Financial Group, Llc | Member | Nov 2015 | A | 75% or more |
| Caysam Llc | Owner | Nov 2015 | B | ≈ 37.5% – 75% via Helium Financial Group, Llc |
| Katahdin Ventures Llc | Owner | Nov 2015 | B | ≈ 37.5% – 75% via Helium Financial Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gary Nicholas Russell: 75% – 100% of Caysam Llc × 50% – 75% of Helium Financial Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Howard Alexander Morin: 75% – 100% of Katahdin Ventures Llc × 50% – 75% of Helium Financial Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Caysam Llc: 50% – 75% of Helium Financial Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Katahdin Ventures Llc: 50% – 75% of Helium Financial Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 05/27/2026 | 1.32 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $127M (54% of AUM) May 2026
- Charles Schwab & Co. $64.8M (28% of AUM) May 2026
- Inspira Financial $23.8M (10% of AUM) May 2026
- Betterment $48.9K (0% of AUM) May 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗