$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember summit
- Established Date
- 12-05-2003
- Office Locations
- 1
Office Locations
6215 South Walnut Street Ste. F Loomis CA
About Randolph Elder, CFP
Randolph Elder, CFP, runs a fee-only fiduciary planning practice focused on employee benefits and tailored investment management for businesses, trusts, and individuals. The firm builds and manages portfolios with significant ETF use alongside cash and U.S. government/agency bonds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$598.7K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Custodian
Insight foundation
Investment Vehicles
Ember timber
Services
Element quantum Optima Pathway Ridge
Technology
Vector prime
Owner & Executives
R
RANDOLPH ALAN ELDER
Certified Financial Planner
- CRD
- #715461
- Ownership
- 75% or more
(843) 894-1355
fusion.peak@vitalcapital.com
in linkedin.com/in/eagle-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,961,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,961,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,961,200
Equity - Exchange:
13.1% Cash:
67.9% U.S. Government/Agency:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,058,963,822 | 13.1% |
| Cash | $5,488,827,749 | 67.9% |
| U.S. Government/Agency | $1,535,901,727 | 19.0% |
| Total | $8,083,693,298 | 100.0% |