Alexander Randolph Advisory Inc
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 106024
- Registered since
- June 26, 1991
- Website
- alexanderrandolph.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.78%
- Individuals5.19%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alexander Randolph Advisory Inc is an independent, SEC-registered registered investment adviser that has operated since 1991 and is owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses and institutions. Fee arrangements include a percentage-of-AUM option plus hourly and fixed-fee engagements. The firm is not an active ESG investor and does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities45%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
2 of 2
Matthew Shriver
PrincipalCRD 2466249
Gary Schlaffer
PrincipalCRD 1449426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$70.1M in ETFs
27%
$19.1M
73%
$51.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR) | BlackRock | Active | Ultrashort Bond | $24.2M | 478,466 | 34.56% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8200 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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