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Carter Fitz Randolph

RANDOLPH CO INC·CINCINNATI, Ohio
Series 65Clean record16 years registeredRANDOLPH CO INC
4200 MALSBARY ROAD, CINCINNATI, OH 45242CRD# 4348344Firm CRD# 104868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carter Fitz Randolph · CINCINNATI, OH
Registration
CRD #4348344 · RANDOLPH CO INC · 16 years registered
Brand Profile
Not yet started
01

Career History

RANDOLPH CO INC
Jan 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 28, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RANDOLPH CO INC
CRD 104868 · SEC 801-28213
AUM
$808M
Regulatory assets under management
Employees
3
160 client accounts
Services offered by RANDOLPH CO INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RANDOLPH CO INC →
Introduction

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05

Frequently Asked Questions

What services does Carter Fitz Randolph offer?
Carter Fitz Randolph specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Carter Fitz Randolph's credentials?
Carter Fitz Randolph is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Fitz Randolph located?
Carter Fitz Randolph is based in CINCINNATI, Ohio, working with RANDOLPH CO INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Carter Fitz Randolph charge for services?
Carter Fitz Randolph's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RANDOLPH CO INC?
RANDOLPH CO INC has approximately 3 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RANDOLPH CO INC

Lindsay Ann Fager
CINCINNATI, OH
Carter Louis Randolph
CINCINNATI, OH
Garrett Russell Wayne
CINCINNATI, OH

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