RANDALL & ASSOCIATES WEALTH MANAGEMENT
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
FINTRXOverview
Randall & Associates Wealth Management is an independent, privately owned registered investment adviser that began SEC registration in 2022. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule is mixed: percentage of assets under management, hourly charges, and fixed fees are all used depending on the engagement. The firm is not positioned as a capital allocator; instead it relies on third‑party managers and pooled vehicles for alternative exposure. Randall & Associates does not report active ESG investing as part of its core process and operates from a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities94%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 3Donovan Slater
Investment Adviser RepresentativeCRD 7331110
COLLIN RANDALL
Financial Advisor & PrincipalCRD 5806503
VANESSA MCCALL
Office ManagerCRD 4685387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$181M in ETFs
90%
$163M
10%
$18M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL STRENGTH ETF (FTCS) | First Trust | Passive | Large Blend | $18.6M | 200,990 | 10.28% |
Location
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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