$20.9K Total AUM
$20.9K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2025
- Office Locations
- 1
Office Locations
6800 W Central AVE Suite L2 Toledo OH
About Candela Financial
MedPath Financial is a fee-only, fiduciary financial planning firm serving early-career physicians (residents, fellows, and attendings) and their families. The team blends education and coaching with comprehensive planning—including student loan and goal planning plus investment guidance—and supports implementation and ongoing maintenance. MedPath Financial LLC is an Ohio-registered investment adviser.
Team overview
-- AVG AGE
$20.9K AVG AUM / ADVISOR
$20.9K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Randall Robert Johnson
Chief Compliance Officer, FOUNDER
- CRD
- #8065823
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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