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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 06-26-1991
- Office Locations
- 1
Office Locations
About Alexander Randolph Advisory INC
Alexander Randolph Advisory, Inc. is a fee-only, SEC-registered RIA providing investment and wealth management for retail and institutional clients. The firm pairs portfolio management and financial planning with in-house tax compliance, tax advisory, and accounting delivered through Alexander Randolph, Inc. Investment positioning emphasizes asset allocation using public funds, including ETFs, and the firm custody relationship includes Charles Schwab.
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Investment Themes
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Owner & Executives
GARY WILLIAM SCHLAFFER
Chairman, Chief Compliance Officer, Investment Advisor
- CRD
- #1449426
- Ownership
- 75% or more
MATTHEW DAVID SHRIVER
Advisor, PRINCIPAL
- CRD
- #2466249
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,890,643 | $675,472 |
| Non-Discretionary | $131,019,014 | $1,871,700 |
| Total | $403,909,657 | $852,130 |
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Separately Managed Accounts
Total SMA Asset: $403,909,657
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $160,055,699 | 12.8% |
| Equity - Exchange | $371,379,239 | 29.7% |
| Cash | $345,120,101 | 27.6% |
| U.S. Government/Agency | $373,880,108 | 29.9% |
| Total | $1,250,435,147 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE BRIDGE BRIDGE | QUANTUM CATALYST | 7B4AMKFPZ | MKWBN | 8.06% | $100,652,231 |
| ELEMENT FUSION CREST | VERTEX TIMBER | 7ZWUB77GM | GVTZ | 6.98% | $58,212,034 |
| CATALYST SIGNAL | ZENITH HORIZON | 3JBXOPP8E | WHFUF | 9.51% | $44,861,056 |
| MERIDIAN UNISON BRIDGE | MOMENTUM ELEMENT | VUY4MJEWK | GAB | 7.29% | $50,531,134 |
| FOCUS NORTH | FOUNDATION QUANTUM | WJIIAYUVI | JGDCG | 10.88% | $106,351,926 |
| CATALYST PIONEER | INSIGHT INSIGHT | FMAM7ZI5V | PDHW | 5.57% | $21,785,052 |
| FUSION SIGNAL DELTA | ALPHA SUMMIT | FTSQNVXGR | IPNM | 9.62% | $38,253,932 |
| PRIME GLACIER FOUNDATION | MERIDIAN MOMENTUM | 0U0QXNNC2 | RHEO | 9.38% | $79,211,111 |