RandoLPh Co Inc is a large advisory firm based in Cincinnati. It manages $578.97 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
RandoLPh provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of RandoLPh Co Inc is $578.97 million. The firm's AUM has grown by 676% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay RandoLPh Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of RandoLPh is charitable organizations with 5 clients and $457.6 million of assets under management. Among the 5 most similar advisory firms, RandoLPh has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $578.97 million for 40 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
RandoLPh doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
RandoLPh Co Inc is owned by Meredith C Randolph. Carter Louis Randolph joined the executive team most recently as the Owner.
The principal office where RandoLPh Co Inc performs its advisory services is located at 4200 Malsbary Road, Cincinnati, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [513]891-7144 or by fax [513]891-2018. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at therandolphcompany.com.