Steven Randolph
Wealthview Capital · Jackson, Mississippi
Steven Randolph is a fee-only financial advisor at Wealthview Capital in Jackson, Mississippi. Steven charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Wealthview Capital |
|---|---|
| Based in | Jackson, Mississippi |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $319.5M across 545 accounts |
| SEC registration | Investment adviser representative in AL, CO, LA, MS, TX · CRD 8248842 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wealthviewcapital.com |
How Steven's firm compares
- Wealthview Capital's average account is about $586,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Steven
Is Steven Randolph a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Wealthview Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges an ongoing planning fee.
Where is Steven Randolph based?
Steven Randolph is based in Jackson, Mississippi.
What does Steven specialize in?
Steven's specialties include retirement planning.
Is Steven Randolph registered with the SEC?
Yes. Steven Randolph is registered as an investment adviser representative in AL, CO, LA, MS and TX (CRD 8248842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthview Capital manage?
Wealthview Capital reports $319.5M across 545 accounts in assets under management.
How do I contact Steven Randolph?
Through Steven's website, www.wealthviewcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealthview Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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