Carter
Randolph

Randolph Co Inc

CRD#4348344
Investment Advisor
in Cincinnati, OH

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About this Advisor

Carter Randolph is a financial advisor based in Cincinnati, Ohio, working with Randolph Co Inc. Carter has previously held positions at Cfrphd, LLC, Randolph Co., Inc, and Greenacres Foundation, Inc. Carter has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Carter is part of Randolph Co Inc, which operates out of Cincinnati, Ohio. The firm has 4 employees and manages assets totaling $808.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Randolph Co Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

4200 Malsbary Road
Cincinnati, OH 45242

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Randolph Co Inc Brokerage Details

Total Assets Under Management

$808,388,609

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

160

OH Average: 1,972
Average Account Size

$5,052,429

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Carter Randolph Work History

2006 - Present (18 years)

Cfrphd, LLC

1993 - Present (31 years)

Randolph Co., Inc

1989 - Present (35 years)

Greenacres Foundation, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Carter Randolph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Randolph Co Inc

Lucas Woehler
Cincinnati, OH
Lindsay Fager
Cincinnati, OH
Garrett Wayne
Cincinnati, OH
Carter Randolph
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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