Advisor at Ranger Global Holdings LLC
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Firm
Ranger Global Holdings LLC
Location
Charlottesville, VA 22902
Credentials
CFA®, Series 66
Industry experience
7 years
George Craddock is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Ranger Global Holdings LLC since 2019 and previously worked at the Richard A. Mayo Center for Asset Management at the Darden School from 2014 to 2019. Ranger Global Holdings LLC provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals, related trusts and estates, and institutional clients such as endowments and pensions. The firm employs a long-only, buy-and-hold strategy focused on long-term capital appreciation through a concentrated portfolio of global equities, guided by proprietary fundamental research.
1% annual management fee payable quarterly
Account minimum: $250,000 minimum (with possible waivers)
212 5 Th Street Ne
Charlottesville, VA 22902
Virginia
Ranger Global Holdings LLC
2019 - Present (7 years)
Richard A. Mayo Center for Asset Management, Darden School
2014 - 2019 (5 years)
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Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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