{
  "crd_number": 106024,
  "slug": "alexander-randolph-advisory-inc-mclean-va-106024",
  "primary_business_name": "ALEXANDER RANDOLPH ADVISORY INC",
  "legal_name": "ALEXANDER RANDOLPH ADVISORY INC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-06-26",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 403909657.0,
  "raum_discretionary": 272890643.0,
  "raum_non_discretionary": 131019014.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 125682.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20964241.0,
      "count": 37
    },
    "high_net_worth_individuals": {
      "raum": 382819734.0,
      "count": 101
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "MD",
    "NY",
    "VA",
    "WA"
  ],
  "websites": [
    "https://alexanderrandolph.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106024",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024",
  "display_name": "Alexander Randolph Advisory Inc",
  "summary": "Alexander Randolph Advisory Inc is an SEC-registered investment advisory firm in McLean, VA, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Alexander Randolph Advisory Inc (CRD 106024): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Alexander Randolph Advisory Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alexander Randolph Advisory Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Alexander Randolph Advisory Inc located?",
      "a": "Alexander Randolph Advisory Inc's principal office is in McLean, VA, according to its Form ADV."
    },
    {
      "q": "Is Alexander Randolph Advisory Inc registered with the SEC or a state?",
      "a": "Alexander Randolph Advisory Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106024."
    },
    {
      "q": "How much does Alexander Randolph Advisory Inc manage?",
      "a": "Alexander Randolph Advisory Inc reports $403,909,657 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (68% discretionary)."
    },
    {
      "q": "How have Alexander Randolph Advisory Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Alexander Randolph Advisory Inc: Regulatory assets under management: $321,688,589 in the October 2021 data and $403,909,657 in the October 2026 data, up 26%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alexander Randolph Advisory Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (101); individuals (other than high net worth individuals) (37); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Alexander Randolph Advisory Inc use?",
      "a": "Alexander Randolph Advisory Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alexander Randolph Advisory Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106024"
    },
    {
      "q": "What changed in Alexander Randolph Advisory Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $363,756,323 to $403,909,657 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 321688589.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 354146183.0,
      "total_employees": 6,
      "filing_date": "2022-05-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 315973912.0,
      "total_employees": 7,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 361098158.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 363756323.0,
      "total_employees": 7,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 403909657.0,
      "total_employees": 5,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $363,756,323 to $403,909,657 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Although our firm does not specifically impose a minimum dollar value of assets for opening an account, our firm's minimum annual fee for new clients is generally $5,000.",
          "Occasionally, we will waive this minimum fee requirement for new clients if our firm's annual fee for managing their investment portfolio based on our standard fee schedule is expected to be at least $5,000 within a year or two."
        ]
      }
    ],
    "quotes": [
      "Although our firm does not specifically impose a minimum dollar value of assets for opening an account, our firm's minimum annual fee for new clients is generally $5,000.",
      "Occasionally, we will waive this minimum fee requirement for new clients if our firm's annual fee for managing their investment portfolio based on our standard fee schedule is expected to be at least $5,000 within a year or two."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/alexander-randolph-advisory-inc-mclean-va-106024.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 20964241.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 382819734.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 125682.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106024",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}