ALEXANDER RANDOLPH ADVISORY INC
Firm details
- Headquarters
- MCLEAN, Virginia
- CRD number
- 106024
- Registered since
- June 26, 1991
- Website
- alexanderrandolph.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.78%
- Individuals5.19%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alexander Randolph Advisory Inc is an independent, privately owned registered investment adviser first registered in 1991. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which allows flexibility for different client engagement types. The firm is not designated as an active ESG investor, does not identify as a multistate adviser, and is not structured as a capital allocator. Core advisory activities center on financial planning and discretionary and non-discretionary portfolio management.
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities45%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
2 of 2MATTHEW SHRIVER
PrincipalCRD 2466249
GARY SCHLAFFER
PrincipalCRD 1449426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$73.6M in ETFs
32%
$23.8M
68%
$49.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR) | BlackRock | Active | Ultrashort Bond | $23.5M | 461,536 | 31.90% |
Location
MCLEAN, VA
FAIRFAX
Location
MCLEAN, VA
Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 8200 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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