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 SEC-registered advisory corporation that has been operating since 1986 and is owned by an individual. The firm provides portfolio management services to both individuals and families as well as to business and institutional clients. Its advisory work focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it charges fees as a percentage of assets under management. Randolph Co Inc does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
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 2CARTER 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 16Active vs passive
$238M in ETFs
100%
$238M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $48.3M | 527,354 | 20.30% |
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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