Randolph Co Inc
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 104868
- Registered since
- December 8, 1986
- Website
- www.therandolphcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations78.17%
- HNWI15.35%
- Corporations / Businesses5.71%
- Individuals0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Randolph Co Inc is an independent registered investment adviser that has been SEC-registered since 1986 and is owned by an individual. The firm manages portfolios for both individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Its core advisory services focus on portfolio management for individuals/small businesses and for businesses or institutions. Randolph Co does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
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
- Exchange Traded Equities81%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Carter Randolph
President, Chief Investment OfficerCRD 4348344
Carter Randolph
President, Chief Investment OfficerCRD 4348355
Contacts
3 of 3Meredith Leslie
OwnerCRD 4348352
Andrew Ochoa
Portfolio ManagerCRD 7485216
Patrick Gilkey
Portfolio ManagerCRD 8068962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$294M in ETFs
74%
$219M
0%
$75.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $75.3M | 995,026 | 25.61% |
Location
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 10653 Techwoods Cir
- Time zone
- ET (UTC-5)
- Office locations
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