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Russell Bruce Hardy (Portland)


Russell Bruce Hardy is a large advisory firm based in Portland. It manages $40 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Russell Bruce Hardy provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Russell Bruce Hardy: assets under management

The assets under management (AUM) of Russell Bruce Hardy is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Russell Bruce Hardy for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Russell Bruce Hardy performs its advisory services is located at 1012 Sw King, Portland, OR 97205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-222-4866 or by fax 503-222-2591. The normal business hours are 8am -- 3pm pst on Monday - Friday.


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