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RANDOLPH CO INC

SEC Registered

Wealth management partners that make a difference.

CINCINNATI, OHhttps://therandolphcompany.com(513) 891-7144
Assets Under Management
$1B–$5B
Year Founded
1966
Employees
6
Office Locations
1 office
Total Accounts
139

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.

High Net WorthPension/Profit Sharing

Areas of expertise

Investment ManagementPortfolio ManagementEndowment ManagementFoundation ManagementFamily Office ServicesEstate PlanningTax PlanningDiversificationRisk ManagementFiduciaryHigh-net-worth

Services

Investment management including portfolio management, risk assessment, tax planning, diversification, estate planning, family office services, charity planning, and comprehensive endowment and foundation management.

investment_managementestate_planningcharitable_givingwealth_management

Who they serve

High-net-worth individuals, trusts, charitable endowments, and foundations

Client segmentClientsAssets managed
Individuals (Non-HNW)23$8.3M
High Net Worth Individuals28$166M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities6
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Carter Fitz Randolph
OWNER, PRESIDENT
Garrett Russell Wayne
CHIEF COMPLIANCE OFFICER
Lindsay Ann Fager
OPERATIONS MANAGER

Office locations

1 office in 1 state
OH
CINCINNATIHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#104868
SEC Number
801-28213
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $1,000,000 (waivable)
Asset tierAnnual rate
First $1,000,0000.90%
Next $1,000,0000.80%
All funds thereafter0.65%

Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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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RANDOLPH CO INC in CINCINNATI, OH | AdvisorFinder