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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2023
- Office Locations
- 1
Office Locations
About Randall Financial LLC
Randall Financial LLC is a fee-only, CFP-led advisory in Albuquerque, NM providing comprehensive financial planning (retirement, education, tax/estate review, risk management), executor/estate settlement support and generational wealth transfer guidance. Portfolio management emphasizes diversified allocations across ETFs, stocks, bonds and alternatives, with digital-asset investing and algorithmic/AI-driven trading as options. Notable niche: helping clients after the loss of a loved one navigate inheritance and asset transfers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES KNAPP RANDALL
Advisor, Chief Compliance Officer
- CRD
- #2209839
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,603,424 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,603,424 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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