$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
117 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 04-20-2018
- Office Locations
- 1
Office Locations
-- Rancho Mission Viejo CA
About Randazzo Capital Management, LLC
Randazzo Capital Management is a California-based, owner-led RIA providing financial planning and portfolio management for individuals and business owners navigating life transitions. Founder Park Randazzo, CFP® (ex–Merrill Lynch, MBA UC Irvine), builds goal-based portfolios using mutual funds, ETFs and select alternative asset classes, alongside retirement, insurance and education/529 planning. Custody includes Charles Schwab.
Team overview
38 AVG AGE
$23.0M AVG AUM / ADVISOR
$197.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison Frontier alpha Horizon frontier North Delta
Client Personas
Glacier signal
Custodian
Legacy Value pioneer Wave pathway Legacy
Investment Themes
Prime catalyst Frontier Momentum
Investment Vehicles
Zenith
Services
Ridge Legacy Pathway Pathway momentum Vector Radial signal Value North Legacy
Technology
Glacier
Owner & Executives
PARK E RANDAZZO
Chief Executive Officer, FOUNDER, Owner
- CRD
- #5287963
- Ownership
- 75% or more
(202) 485-2283
oak.glacier@horizoncapital.com
in linkedin.com/in/catalyst-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,044,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,044,676 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,044,676
Equity - Exchange:
26.0% Equity - OTC:
38.4% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $943,739,923 | 26.0% |
| Equity - OTC | $1,393,831,271 | 38.4% |
| Cash | $1,292,197,740 | 35.6% |
| Total | $3,629,768,934 | 100.0% |