Bluefin Investments is an entirely independent investment company

This means Bluefin is not backed by a bank or outside owner that would create a conflict of interest. We are a Registered Investment Advisor (RIA), so we act exclusively in our clients’ best interest – which is a higher fiduciary standard than a bank or brokerage is held to.

Bluefin specializes in managing the investments in client portfolios. Accounts are tailored to each investor, providing a completely customized investment portfolio. Most importantly, this is all done at a reasonable cost.

Bluefin Investments was formed in 2009 by Brian Ketterer Russell, who spent 10 years in the investment industry prior to forming Bluefin.

Mr. Russell began his investment career at PaineWebber (now UBS) at the age of 20 and worked at various firms over the next decade, including Merrill Lynch, Cassedy Financial Group, and Aon Investment Consulting, working on accounts with assets in excess of $1 billion.

He holds a bachelor’s degree in finance from Belmont Abbey College in Charlotte, NC and an MBA with an advanced concentration in finance from the University of South Florida in Tampa, FL.

Form ADV II   

Form ADV II, Part B   

Privacy Policy   

SEC Registration Info   

Finra Registration Info