RIA Intel›Advisers›New Mexico›RANDALL FINANCIAL LLC

RANDALL FINANCIAL LLC

Advisory

NM

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$174K

across 78 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNM, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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