Randall Financial LLC

Overview

Randall Financial LLC is a small, independent registered investment adviser that serves individual and family clients through fee-based financial planning and discretionary portfolio management. The firm combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting work and client education—with a reported emphasis on mutual fund sleeves and ESG-aware strategies. As an independent, owner-operated RIA, the firm tends to implement externally managed products rather than running proprietary pooled vehicles; it does not position itself as a capital allocator. Investment activity centers on diversified public fund allocations, with manager selection focused on mutual funds and pooled public strategies. Randall Financial also incorporates ESG considerations into its selection process, which suggests an emphasis on funds or managers that screen for environmental, social or governance factors. The firm supplements core public-fund exposure with targeted real estate allocations through third-party alternative managers to add income and diversification where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices