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Randolph N

Series 63, Series 65

Charlotte, NC

Capital Advisers, Inc.

Randolph Nash is a financial advisor with Capital Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Capital Advisers since 2003 and also has prior experience at Cic Advisers, LLC. Outside of advisory work, he is an insurance agent for non-variable policies. Capital Advisers serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and customized investment solutions across both traditional and alternative asset classes. The firm employs an independent, open-architecture approach, emphasizing asset allocation and regular portfolio rebalancing to manage risk and return.

Private / alternative investments Passive / index investing Tax-loss harvesting Active portfolio management
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