RANDOLPH ELDER, CFP

Overview

Randolph Elder, Cfp operates as a small, independent registered investment adviser run by one individual principal. The firm’s practice centers on financial planning and portfolio management for individuals and small businesses, paired with insurance brokerage services. Investment activity shows a clear preference for publicly traded equities and exchange‑traded funds as the primary building blocks of client portfolios, with discretionary management across client accounts. Fee arrangements combine a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and standalone planning engagements. The firm is not positioned as an ESG-focused manager and does not report multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices