Randall Financial Group, Llc
- Regulatory AUM
- $108M
- Discretionary
- $94.3M
- Clients
- 153
- Avg AUM / client
- $703K
- Accounts
- 373
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 123 | $33.7M | 31.3% |
| High net worth individuals | 30 | $68.2M | 63.4% |
| Pension and profit sharing plans | Fewer than 5 | $4.4M | 4.08% |
| Corporations and other businesses | Fewer than 5 | $1.3M | 1.25% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oliver Randall Tutt | Registered representative | CFP | Jun 2005 (21y) | |
| Michael P Hogan | Registered representative | Sep 2025 (1y) | ||
| Reid Hartley Hansen | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) | |
| Eliza Siradze | Registered representative | Dec 2025 (1y) | ||
| Russell Albert Botvin | Registered representative | Feb 2026 (1y) | ||
| Alexander Hugh Cabral | Registered representative | Mar 2026 (0y) | ||
| Robert Joseph D Amico | Registered representative | Jun 2026 (0y) | ||
| Jacqueline Sue Prescott | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $105M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗