RANDOLPH CO INC
SEC RegisteredWealth management partners that make a difference.
About the firm
The Randolph Company is a research-based investment management firm serving high-net-worth individuals, trusts, charitable endowments, and foundations. The firm holds itself to the fiduciary standard and has provided family office services for decades, acting as a true partner for high-net-worth families, endowments, and foundations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including portfolio management, risk assessment, tax planning, diversification, estate planning, family office services, charity planning, and comprehensive endowment and foundation management.
Who they serve
High-net-worth individuals, trusts, charitable endowments, and foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $8.3M |
| High Net Worth Individuals | 28 | $166M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| All funds thereafter | 0.65% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RANDOLPH CO INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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