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Russell B Miller

Investment adviser representative at Captrust
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. CaptrustJul 2021 to now
  2. Capfinanical Partners, LLC (captrust)Jun 2021 to now
  3. Nachman Norwood & Parrott, Inc.May 2018 to Jun 2021
  4. Wells Fargo Advisors Financial Network, LLCSep 2012 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (SC).

Captrust

Legal name: Capfinancial Partners, LLC

$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5143225
Firm CRD
175112
Advisor's SEC record (opens in a new tab)
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