About Us

We hold ourselves to the fiduciary standard–and every day we make decisions that are in the best interest of our clients.

With over 35 years dedicated to honesty, integrity, and client first mentality, our wealth management firm’s continuity of leadership, enduring client relationships, and investment results have enabled us to build a close-knit, talented team of professionals who care about their clients.

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Community Involvement

We believe that giving back and being involved with our community is essential. Members of our team serve on a variety of boards, including the following community charities:

Our History
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1966

The firm is founded by Guy D. Randolph, Jr. as a financial services company specialized in life insurance

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1986

Carter F. Randolph, PhD, starts a career as an independent investment advisor

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1996

Carter F. Randolph becomes Chairman and President of The Randolph Company; the business transitions to become an investment advisory firm

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2009

Assets under management exceeds $250 million

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2017

Assets under management exceeds $500 million

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2022

Assets under management exceeds $750 million

Our Team
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Carter Randolph

President, chief investment officer
Read Carter's Bio
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Garrett Wayne

Chief compliance officer, 
sr. portfolio manager
Read Garrett's Bio
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Ethan Zinn

Portfolio Manager
Read Ethan's Bio
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Lindsay Fager

Operations Manager
Read Lindsay's Bio
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Lucas Woehler

Operations associate
Read Lucas's Bio
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Sylvia Lahni

Office manager, bookkeeper
Read Sylvia's Bio

Our Investment Philosophy

Our team goes to work every day, monitoring the complex world of investments and the impacts they have on clients, in order to build enduring portfolios.