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. The firm is SEC-registered (initial registration in 1991) and serves both individual and family clients as well as institutional clients. Its advisory model is fee-based and flexible: clients are charged a percentage of assets under management and the firm also offers hourly and fixed-fee arrangements for planning and other services. Service lines emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm is not positioned as a capital allocator and does not identify as an ESG-focused 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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities45%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$49M in ETFs
41%
$20.3M
59%
$28.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR) | BlackRock | Active | Short Term Bond | $25.6M | 512,808 | 52.14% |
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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