Data / Investment advisers / Ohio / Randolph Co Inc
Randolph Co Inc, Cincinnati, OH: $1.1 billion AUM, SEC registered investment adviser
Randolph Co Inc is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include charitable organizations, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 104868
- SEC file number
- 801-28213
- SEC status
- Approved, effective December 8, 1986
- Main office
- 10653 Techwoods Circle Suite 101, Cincinnati, OH 45242
- Phone
- (513) 891-7144
- Website
- therandolphcompany.com
- Regulatory AUM
- $1,082,186,662 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $1,064,165,349
- Non discretionary AUM
- $18,021,313
- Accounts
- 139
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $846 million |
| High net worth individuals | 28 | $166.1 million |
| Corporations or other businesses | 2 | $61.8 million |
| Individuals (other than high net worth individuals) | 23 | $8.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $1.08 billion | January 28, 2026 |
| December 1, 2025 | $940.9 million | November 25, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| United Advisor Group | Cincinnati | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Souders Financial Advisors, LLC | Cincinnati | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Wealth Dimensions Group, LTD. | Cincinnati | $1.24 billion | Not listed | adviserinfo.sec.gov |
| HCM Wealth Advisors | Cincinnati | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Hauser Retirement Solutions 2 LLC | Cincinnati | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Timber Bay Partners, LLC | Cincinnati | $1.05 billion | 4 | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 1 | adviserinfo.sec.gov |
| Gearhart & Associates | Cincinnati | $872.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Randolph Co Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.