Alexander Randolph Advisory, Inc.
Alexander Randolph Advisory, Inc. is an SEC-registered investment advisory firm headquartered in McLean, Virginia. Founded in 1991, the firm employs approximately 7 professionals and manages investment and wealth management services for individuals (including high net worth clients) and select institutions. Their approach is fee-only, with fiduciary responsibility and a transparent fee structure, and they prioritize comprehensive, personalized service augmented by a team with diverse professional backgrounds. They primarily serve US individuals and some charitable organizations and provide both investment management and wealth management services.
Investment Strategy
Alexander Randolph Advisory, Inc. focuses on thorough, proprietary research and independent decision-making. Their strategy emphasizes educating clients about risks and tailoring portfolios to individual objectives and constraints. Portfolios are well-diversified and built individually for each client with a deep emphasis on mitigating unrealistic expectations and long-term discipline. Investments are held at third-party discount brokerages or directly at no-load funds/annuities to minimize costs. They charge only transparent fees based on AUM and do not receive commissions or third-party compensation, reinforcing their fiduciary, client-first approach.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEAR | ISHARES U S ETF TR | 16.70% | $18.6M | 364,871 | $50.66 | $51.10 | +$3.7M |
I ISTB | ISHARES TR | 10.92% | $12.2M | 250,491 | $47.70 | $48.65 | +$2.0M |
R RMT | ROYCE MICRO-CAP TR INC | 7.99% | $8.9M | 963,906 | $9.24 | $9.25 | +$635.2K |
E EDD | MORGAN STANLEY EMERGING MKTS | 6.59% | $7.4M | 1,436,307 | $4.66 | $5.12 | +$572.8K |
W WBD | WARNER BROS DISCOVERY INC | 3.95% | $4.4M | 384,366 | $10.82 | $11.46 | +$232.0K |