AUMdb

Randazzo Capital Management, Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 292900 · · www.linkedin.com
☆ Save with Pro ADV data as of Jan 29, 2026
Regulatory AUM
$23.0M
Discretionary
$23.0M
Clients
59
Avg AUM / client
$391K
Accounts
59
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 54 $12.9M 55.9%
High net worth individuals 5 $10.2M 44.1%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Park E Randazzo Registered representative CFP Apr 2018 (8y)

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)

FormPeriodSize
Form ADV (full filing) 01/29/2026 1.01 MB 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
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Publication of periodicals or newsletters

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Jan 29, 2026.

View current Form ADV (SEC/IAPD) ↗