# Open Range Financial Group, LLC

> Open Range Financial Group, LLC is a state-registered investment advisory firm in Waco, TX, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 175296
- Filed as: OPEN RANGE FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waco, TX
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175296
- AdvisorCensus page: https://advisorcensus.com/firm/open-range-financial-group-llc-waco-tx-175296

## Quick answers

**How is Open Range Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Open Range Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Open Range Financial Group, LLC located?**
Open Range Financial Group, LLC's principal office is in Waco, TX, according to its Form ADV.

**Is Open Range Financial Group, LLC registered with the SEC or a state?**
Open Range Financial Group, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175296.

**How much does Open Range Financial Group, LLC manage?**
Open Range Financial Group, LLC reports $77,347,856 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**What types of clients does Open Range Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (27).

**Does Open Range Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175296

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $77,347,856
- Discretionary: $77,347,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $10,229,376 |
| High net worth individuals | 27 | $67,118,480 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [openrangefg.com](https://openrangefg.com)
- Facebook @OPENRANGEFINANCIALGROUP
- Facebook @nico.sudderth
- Instagram @financewithnicolas
- LinkedIn @open-range-financial-group-llc
- LinkedIn @garret-hanson
- LinkedIn @nicolas-sudderth
- TikTok @financewithnicolas
- YouTube @OpenRangeFinancialGroup
- YouTube @financewithnicolas

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Open Range Financial Group, LLC (CRD 175296): Form ADV filing data as of October 2026.
