Lucas
Woehler

Randolph Co Inc

CRD#7892269
Investment Advisor
in Cincinnati, OH

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About this Advisor

Lucas Woehler is a financial advisor based in Cincinnati, Ohio, working with Randolph Co Inc. Lucas has previously held positions at Prp Clean Car Wash, Uncle Woody's Pub, Jacobs Engineering, Honda Of American Manufacturing, Meritor, Inc, Hdt Global, Fifth Third Bank, The Randolph Company, and Randolph Co Inc. Lucas has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Lucas 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, and 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

Lucas Woehler Work History

2024 - Present (0 year)

Randolph Co Inc

2023 - Present (1 year)

The Randolph Company

2022 - 2023 (1 year)

Fifth Third Bank

2021 - 2022 (1 year)

Fifth Third Bank

2020 - 2020 (< 1 year)

Meritor, Inc

2020 - 2020 (< 1 year)

Hdt Global

2019 - 2019 (< 1 year)

Jacobs Engineering

2019 - 2019 (< 1 year)

Honda Of American Manufacturing

2017 - 2018 (1 year)

Uncle Woody'S Pub

2013 - 2017 (4 years)

Prp Clean Car Wash

Disclosures

Please visit the SEC profile of Lucas Woehler 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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