# Randolph Co Inc

> Randolph Co Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1986, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 104868
- Filed as: RANDOLPH CO INC
- Also doing business as: THE RANDOLPH COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104868
- AdvisorCensus page: https://advisorcensus.com/firm/randolph-co-inc-cincinnati-oh-104868

## Quick answers

**How is Randolph Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Randolph Co Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Randolph Co Inc charge?**
Its Form ADV Part 2A brochure dated January 28, 2026 states: Up to $1,000,000: 0.9% a year; $1,000,000 to $2,000,000: 0.8% a year; Above $2,000,000: 0.65% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Randolph Co Inc located?**
Randolph Co Inc's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Randolph Co Inc registered with the SEC or a state?**
Randolph Co Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 104868.

**How much does Randolph Co Inc manage?**
Randolph Co Inc reports $1,082,186,662 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (98% discretionary).

**How have Randolph Co Inc's assets and staff changed since 2021?**
In the Form ADV data for Randolph Co Inc: Regulatory assets under management: $725,150,933 in the October 2021 data and $1,082,186,662 in the October 2026 data, up 49%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Randolph Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (23); charitable organizations (6).

**Which custodians does Randolph Co Inc use?**
Randolph Co 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.

**Does Randolph Co Inc report any disciplinary disclosures?**
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/104868

**Does Randolph Co Inc state an account minimum?**
Its Form ADV Part 2A brochure dated January 28, 2026 says: "The required minimum balance to open an account is $1,000,000. This minimum may be waived at RCO’s discretion."

**What changed in Randolph Co Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Up to $1,000,000: 0.9% a year
- $1,000,000 to $2,000,000: 0.8% a year
- Above $2,000,000: 0.65% a year

> RCO’s fees are calculated using the annual schedule below and are billed quarterly for the previous quarter: • .90% of the first $1,000,000 (.225% quarterly) • .80% of the next $1,000,000 (.20% quarterly) • .65% of ALL funds thereafter (.1625% quarterly)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The required minimum balance to open an account is $1,000,000. This minimum may be waived at RCO’s discretion.

- Minimum annual fee: $750

> The minimum annual fee is $750.00 which may be waived at RCO’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,082,186,662
- Discretionary: $1,064,165,349
- Non-discretionary: $18,021,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,312,520 |
| High net worth individuals | 28 | $166,146,710 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $845,955,422 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $61,772,010 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1986 (39 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, NH, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [therandolphcompany.com](https://therandolphcompany.com)
- LinkedIn @THE-RANDOLPH-COMPANY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $725,150,933 | 3 | March 18, 2021 |
| October 2022 | $879,873,087 | 3 | January 28, 2022 |
| October 2023 | $742,528,993 | 4 | September 12, 2023 |
| October 2024 | $808,388,609 | 3 | August 9, 2024 |
| October 2025 | $940,937,912 | 2 | April 3, 2025 |
| October 2026 | $1,082,186,662 | 6 | March 11, 2026 |

Regulatory assets under management: $725,150,933 in the October 2021 data and $1,082,186,662 in the October 2026 data, up 49%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.

### February 2026
- Regulatory assets under management went from $940,937,912 to $1,082,186,662 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Randolph Co Inc (CRD 104868): Form ADV filing data as of October 2026.