Ranger Global Holdings LLC

Updated today

Find your advisor

Client assets under management

$61,828,843

Clients

100% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,627,075

About

Ranger Global provides discretionary investment advisory and portfolio management primarily for high‑net‑worth individuals, related trusts and estates, and institutional clients such as endowments and pensions. The firm generally requires a minimum investment (stated at $250,000 in its brochure) and manages client assets on a discretionary basis.

The adviser pursues a long‑only, buy‑and‑hold approach focused on long‑term capital appreciation through a concentrated portfolio of global equities—typically fewer than 20 positions—guided mainly by proprietary, internally generated fundamental research. Portfolio construction and trading are handled at the adviser’s discretion, though clients may impose securities restrictions, and the firm provides written communications including semi‑annual investment letters.

Notably, Ranger Global’s filing discloses updated assets under management and client counts and indicates it publishes performance information in its materials, a practice that is uncommon among similar small, supported firms. The firm operates with a small team and a clear reliance on a single portfolio manager for investment decisions while maintaining a focus on high‑net‑worth clients rather than non‑HNW retail accounts, which differentiates its operational profile from larger multi‑advisor practices.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

1% annual management fee payable quarterly

Other

Account minimum: $250,000 minimum (with possible waivers)

Main office location

Ranger Global Holdings LLC

212 5 Th Street Ne

Charlottesville VA 22902, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 434-770-7001

Advisors at this firm

Duncan W

Series 65, Series 66

Charlottesville, VA

Ranger Global Holdings LLC

Duncan Wells is a financial advisor at Ranger Global Holdings LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Ranger Global since 2015. Ranger Global Holdings LLC provides discretionary investment advisory and portfolio management services primarily for high-net-worth individuals, trusts, estates, and institutional clients. The firm follows a long-only, buy-and-hold strategy focused on long-term capital appreciation through a concentrated portfolio of global equities, typically managing fewer than 20 positions based on proprietary fundamental research.

Active portfolio management

George C

CFA®, Series 66

Charlottesville, VA

Ranger Global Holdings LLC

George Craddock is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Ranger Global Holdings LLC since 2019 and previously worked at the Richard A. Mayo Center for Asset Management at the Darden School from 2014 to 2019. Ranger Global Holdings LLC provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals, related trusts and estates, and institutional clients such as endowments and pensions. The firm employs a long-only, buy-and-hold strategy focused on long-term capital appreciation through a concentrated portfolio of global equities, guided by proprietary fundamental research.

Active portfolio management

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support