Ranger Global Holdings Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 286378
· Charlottesville, VA
· WWW.RANGERGLOBALHOLDINGS.COM
☆ Save with Pro
ADV data as of Jan 29, 2026
- Regulatory AUM
- $63.2M
- Discretionary
- $63.2M
- Clients
- 39
- Avg AUM / client
- $1.6M
- Accounts
- 39
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 38 | $61.8M | 97.8% |
| Charitable organizations | 1 | $1.4M | 2.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Duncan Graham Wells | Registered representative | Aug 2017 (9y) | ||
| George Barksdale Craddock | Registered representative | CFA | Dec 2018 (8y) |
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) | 01/29/2026 | 1.01 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $51.4M (81% of AUM) Jan 2026
- Merrill Lynch $6.3M (10% of AUM) Jan 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: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗