Kerri Hargrove Russ
Investment adviser representative at Bellingham Capital
10 yearsExperience
2 statesRegistered in
$149.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bellingham CapitalNov 2024 to now
- Bellingham Capital Management, Inc.Nov 2024 to now
- Bellingham Capital Management, IncJun 2016 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Bellingham Capital
Legal name: Bellingham Capital Management, Inc.
$149.2MAssets managed
252Clients
5Advisers
4 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
- 6416017
- Firm CRD
- 151684