Randolph Co Inc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 59
- Avg AUM / client
- $18.3M
- Accounts
- 139
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 43 positions, $1,046,894,497)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | COM | $91,891,043 | 296,892 | 8.78% | 8.49% |
| 2 | Newmont Corp | COM | $52,955,631 | 489,198 | 5.06% | 4.89% |
| 3 | Jpmorgan Chase & Co | COM | $50,352,307 | 171,173 | 4.81% | 4.65% |
| 4 | Corning Inc | COM | $49,716,887 | 365,646 | 4.75% | 4.59% |
| 5 | Spdr Series Trust | STATE STREET SPD | $48,326,695 | 527,354 | 4.62% | 4.47% |
| 6 | Alphabet Inc | CAP STK CL A | $46,821,720 | 162,824 | 4.47% | 4.33% |
| 7 | Exxon Mobil Corp | COM | $45,697,383 | 269,347 | 4.37% | 4.22% |
| 8 | General Dynamics Corp | COM | $42,248,323 | 123,094 | 4.04% | 3.9% |
| 9 | Cisco Sys Inc | COM | $40,576,466 | 522,960 | 3.88% | 3.75% |
| 10 | Costco Wholesale Corporation | COM | $39,930,936 | 40,074 | 3.81% | 3.69% |
| 11 | Kinder Morgan Inc Del | COM | $38,416,763 | 1,145,743 | 3.67% | 3.55% |
| 12 | Blackstone Inc | COM | $37,876,450 | 329,389 | 3.62% | 3.5% |
| 13 | Southern Copper Corp | COM | $37,041,765 | 215,284 | 3.54% | 3.42% |
| 14 | Honeywell Intl Inc | COM | $35,866,440 | 158,680 | 3.43% | 3.31% |
| 15 | Mosaic Co | COM | $35,219,121 | 1,381,142 | 3.36% | 3.25% |
| 16 | Ishares Inc | MSCI BRAZIL ETF | $33,390,470 | 869,770 | 3.19% | 3.09% |
| 17 | Vanguard Index Fds | SMALL CP ETF | $33,077,877 | 126,290 | 3.16% | 3.06% |
| 18 | Microsoft Corp | COM | $32,447,428 | 87,655 | 3.1% | 3.0% |
| 19 | Palo Alto Networks Inc | COM | $31,571,016 | 196,925 | 3.02% | 2.92% |
| 20 | Cintas Corp | COM | $29,165,656 | 172,435 | 2.79% | 2.7% |
| 21 | Huntington Bancshares Inc | COM | $29,094,492 | 1,859,073 | 2.78% | 2.69% |
| 22 | Ishares Tr | CORE S&P MCP ETF | $28,777,977 | 426,151 | 2.75% | 2.66% |
| 23 | Medtronic Plc | SHS | $26,775,803 | 309,011 | 2.56% | 2.47% |
| 24 | Visa Inc | COM CL A | $25,332,313 | 83,815 | 2.42% | 2.34% |
| 25 | American Elec Pwr Co Inc | COM | $19,176,676 | 146,298 | 1.83% | 1.77% |
Top 25 of 43 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $8.3M | 0.77% |
| High net worth individuals | 28 | $166M | 15.4% |
| Charitable organizations | 6 | $846M | 78.2% |
| Corporations and other businesses | 2 | $61.8M | 5.71% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carter Fitz Randolph | Owner, President | Jan 2000 (27y) | 75% or more | |
| Carter Louis Randolph | Owner | Jan 2000 (27y) | Less than 5% | |
| Leslie, Meredith, Randolph | Owner | Jan 2000 (27y) | Less than 5% | |
| Fager, Lindsay, Ann | Operations Manager | Jul 2022 (4y) | Less than 5% | |
| Garrett Russell Wayne | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Andrew Martin Ochoa | Registered representative | Dec 2024 (2y) | ||
| Patrick Gilkey | Registered representative | CFA | Apr 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗