Randolph Co Inc
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 104868
- Registered since
- December 8, 1986
- Website
- www.therandolphcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations78.17%
- HNWI15.35%
- Corporations / Businesses5.71%
- Individuals0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Randolph Co Inc is an independent, owner-operated registered investment adviser that has been SEC-registered since 1986. The firm provides fee-based portfolio management for both individual and family clients as well as institutional and business accounts, charging a percentage of assets under management. Its advisory scope explicitly covers portfolio management for individuals and small businesses and for businesses or institutions. Randolph Co Inc does not identify as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser on its filing.
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
- Exchange Traded Equities81%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$264M in ETFs
45%
$118M
9%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $122M | 1,608,139 | 46.09% |
Location
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 10653 Techwoods Cir
- Time zone
- ET (UTC-5)
- Office locations
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