Stifel subsidiary 1919 Investment Counsel names Russell Sugg senior client advisor
SF•1919 Investment Counsel appointed James Russell Sugg, Jr. as principal, senior client advisor on Nov. 5, 2026. The Stifel subsidiary managed about $27.4 billion in assets as of Sept. 30, including $3.2 billion in responsible investing strategies.
1. Advisor appointment
1919 Investment Counsel appointed James Russell Sugg, Jr. as principal, senior client advisor on Nov. 5, 2026. Based in North Carolina, Sugg joins the Birmingham team to advise private and institutional clients. He previously served as a senior trust advisor at Wachovia Trust and Sterne Agee after practicing law for 17 years.
2. Assets under management
1919 managed approximately $27.4 billion in assets as of Sept. 30, 2026, including $3.2 billion in responsible investing strategies.
