A complete list of active advisors currently associated with Randolph & Associates, LLC

Warmer can help you find a great advisor at Randolph & Associates, LLC or one who fits your needs even better.

Randolph & Associates is an independent registered investment adviser that provides portfolio management and advisory services to individuals, high-net-worth clients, retirement and profit-sharing plans, trusts, estates, IRAs, and business entities. The firm manages client accounts held with third-party custodians and does not act as a custodian itself. The firm applies fundamental analysis with an emphasis on growth-oriented equity investing and a typical holding horizon of three to five years, preferring individual stocks while using mutual funds, ETFs, or larger cash positions when deemed appropriate. Accounts are managed on a discretionary basis, and the brochure notes that short-term trading and the use of margin have been employed only in special situations. Distinctive aspects include a stated typical account minimum of $500,000 (the firm indicates it may accept smaller accounts after discussion) and an explicit prohibition on principal or agency cross transactions in its policies. The brochure also discloses a 2010 state disciplinary action for failure to file ADV updates that resulted in a paid fine, and it notes that the firm’s principal has published investment-focused books and developed a related card game.

To learn more about the advisors currently working at Randolph & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Vicki Wille profile photo Vicki Wille
Las Vegas, NV
21
Warmer team member

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