RANGER GLOBAL HOLDINGS LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 286378
- Website
- www.rangerglobalholdings.com
- 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
FINTRXOverview
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
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DUNCAN WELLS
Chief Executive OfficerCRD 5694425
Contacts
1 of 1GEORGE CRADDOCK
PartnerCRD 5826020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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