Alexander Randolph Advisory Inc

RIASEC Registered

Total AUM

$404M

Discretionary

$273M

68% of AUM

Avg account

$852K

Accounts

474

Employees

Advisory reps

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

FINTRX

Overview

Alexander Randolph Advisory Inc is an independent, individual-owned registered investment adviser that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional accounts and provides financial planning and portfolio management services for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an ESG-focused investor and does not function as a capital allocator; instead it allocates client assets to third-party managers and public funds. Services center on discretionary and non-discretionary portfolio management and financial planning rather than running pooled investment vehicles.