# Randolph Elder, CFP

> Randolph Elder, CFP is a state-registered investment advisory firm in Loomis, CA, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 128903
- Filed as: RANDOLPH ELDER, CFP
- Legal name: Elder,randolph,alan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Loomis, CA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128903
- AdvisorCensus page: https://advisorcensus.com/firm/randolph-elder-cfp-loomis-ca-128903

## Quick answers

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

**Where is Randolph Elder, CFP located?**
Randolph Elder, CFP's principal office is in Loomis, CA, according to its Form ADV.

**Is Randolph Elder, CFP registered with the SEC or a state?**
Randolph Elder, CFP is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128903.

**How much does Randolph Elder, CFP manage?**
Randolph Elder, CFP reports $17,961,200 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Randolph Elder, CFP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (8).

**Does Randolph Elder, CFP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128903

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,961,200
- Discretionary: $17,961,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,029,136 |
| High net worth individuals | 8 | $12,932,064 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elderfinancial.biz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Randolph Elder, CFP (CRD 128903): Form ADV filing data as of October 2026.