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ALEXANDER RANDOLPH ADVISORY INC

A73
CRD 106024·SEC 801-39091·MCLEAN, VA
AUM
$403.9M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALEXANDER RANDOLPH ADVISORY INC
CRD
106024
SEC file #
801-39091
EIN
000000000
DBA names
—

Economics

AUM
$403.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$276.0M → $403.9M▲ +46%
Client mix
Individuals High Net Worth101
Individuals Other37
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
alexanderrandolph.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHLAFFER, GARY, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHLAFFER, GARY, WILLIAM
SHRIVER, MATTHEW, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALEXANDERRANDOLPH.COM
Rdap Domain Creation Date
2002-01-28T20:08:44Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000874816
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2015-02-06
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0000874816-26-000003
Edgar Former Names
ALEXANDER RANDOLPH ADVISORY INC
ALEXANDER RANDOLPH ADVISORY INC /ADV

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8200 GREENSBORO DRIVESUITE 1125MCLEAN, VA 22102
Business
8200 GREENSBORO DRIVESUITE 1125MCLEAN, VA 22102
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-07 · 0000874816-26-000003
13F-HR2026-02-05 · 0000874816-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-28T20:08:44Z
Rdap Domain Last Changed
2025-01-17T23:29:03Z
Rdap Nameservers
Ns1.worldnic.comNs2.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1449426
Trust Company Affiliate
No

People (2)

2
SCHLAFFER, GARY, WILLIAM
IAR · Direct Owner · 87.5%
1449426
SHRIVER, MATTHEW, DAVID
IAR · Direct Owner · 17.5%
2466249