RANGER GLOBAL HOLDINGS LLC

RIASEC Registered
Total AUM
$63.2M
Discretionary
$63.2M
100% of AUM
Avg account
$1.6M
Accounts
39
Employees
2
Advisory reps
2

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
286378
Custodians
CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM
Client types
  • HNWI97.8%
  • Charitable Organizations2.2%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ranger Global Holdings LLC is a small, equity-focused registered investment adviser operating as a limited liability company and owned by an individual. The firm provides discretionary portfolio management services to high-net-worth individuals, families and institutional/business clients, charging fees based on a percentage of assets under management. Its stated advisory activities center on portfolio management for both individuals/small businesses and for businesses or institutions. Strategically, Ranger Global allocates overwhelmingly to exchange-traded equities, indicating a preference for liquid, publicly traded instruments—both ETFs and individual stocks—rather than long-duration private placements or broad fixed-income sleeves. The firm is not identified as an active ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • DUNCAN WELLS

    Chief Executive OfficerCRD 5694425

Contacts

1 of 1
  • GEORGE CRADDOCK

    PartnerCRD 5826020

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
212 5th St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth