Randazzo Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292900
- Website
- www.randazzocm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.87%
- HNWI44.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Randazzo Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and oriented to individual and family clients. The firm combines fee-based portfolio management and financial planning with insurance brokerage services and publishes periodic client communications. Its stated fee model is a mix of percentage-of-assets and fixed fees, and it manages all of its reported advisory assets on a discretionary basis. Investment behavior is weighted toward publicly traded equities, with a deliberate use of exchange-traded instruments as the primary vehicle for client exposure. That equity focus is supplemented with allocations to a range of alternative strategies and third‑party funds when appropriate — private equity, hedge funds, private placements, real estate, commodities and oil & gas are all used as part of the firm’s toolkit. The firm is not positioned as an ESG investor, does not report multi-state adviser status, and serves a relatively concentrated client base rather than institutional or pension plans. Randazzo Capital also provides portfolio management for small businesses in addition to individuals and maintains an emphasis on producing written market commentary or newsletters as part of its client communication and advisory process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities71%
- Non-Exchange Traded Equities29%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Park Randazzo
OwnerCRD 5287963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bell Rock Asset Management LLC
RIABeall Financial Planning, Inc.
RIAMacon, GA
Shell Capital Management, LLC
RIAKnoxville, TN
Western Level Advisors LLC
RIABush River Trust, LLC
RIAHunt Valley, MD