Randall & Associates Wealth Management

RIASEC Registered

Total AUM

$167M

Discretionary

$151M

91% of AUM

Avg account

$305K

Accounts

548

Employees

3

Advisory reps

3

Firm details

Headquarters: Butler, Pennsylvania
CRD number: 323846
Registered since: November 30, 2022
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.64%
Individuals33.31%
Corporations / Businesses0.84%
Pension & Profit Sharing Plans0.21%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Randall & Associates Wealth Management is an independent, individual-owned registered investment adviser (SEC registered in 2022) that serves primarily individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents3%
Public Funds/Mutual Funds2%
Non-Exchange Traded Equities1%

Contacts

3 of 3

Collin Randall
Financial Advisor & PrincipalCRD 5806503
Vanessa Mccall
Office ManagerCRD 4685387
Donovan Slater
Investment Adviser RepresentativeCRD 7331110

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 25

Active vs passive

$194M in ETFs

Passive

92%

$179M

Active

8%

$15.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD WORLD FUND (MGK)	Vanguard	Passive	Large Growth	$19.8M	213,447	10.19%

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Primary office

Butler, PA

Butler

Location

Butler, PA

Headquartered in Butler, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: Butler
Address: 122 S Washington St
Time zone: ET (UTC-5)
Office locations

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