Ranger Global Holdings LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,828,843
Clients
38
Advisors
2
of 2 employees
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
Expertise
Fee options
1% annual management fee payable quarterly
Account minimum: $250,000 minimum (with possible waivers)
Main office
212 5th Street NE
Charlottesville VA 22902
Advisors at this office
2
Most active in
Virginia
Also doing business as
Ranger Global Holdings · Ranger Global Holdings LLC · Wells, Duncan Graham
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 previously worked at Barclays Capital Inc. from 2009 to 2011. Wells has been with Ranger Global since 2015. Ranger Global Holdings LLC provides discretionary investment advisory and portfolio management primarily for high-net-worth individuals, related trusts and estates, and institutional clients. The firm follows a long-only, buy-and-hold strategy focused on concentrated global equity portfolios, relying on proprietary fundamental research and managing fewer than 20 positions.
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.
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