{
  "crd_number": 321969,
  "slug": "range-advisory-llc-mclean-va-321969",
  "primary_business_name": "RANGE ADVISORY, LLC",
  "legal_name": "RANGE ADVISORY, LLC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-23",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 1388737633.0,
  "raum_discretionary": 1388737633.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 38,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 290453741.0,
      "count": 967
    },
    "high_net_worth_individuals": {
      "raum": 1098283892.0,
      "count": 806
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/RangeFinance",
    "https://instagram.com/rangefinance",
    "https://linkedin.com/company/rangefinanceinc",
    "https://range.com",
    "https://reddit.com/r/rangewealth",
    "https://twitter.com/range_finance",
    "https://youtube.com/@range_wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321969",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/range-advisory-llc-mclean-va-321969",
  "display_name": "Range Advisory, LLC",
  "summary": "Range Advisory, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Range Advisory, LLC (CRD 321969): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Range Advisory, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Range Advisory, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Range Advisory, LLC located?",
      "a": "Range Advisory, LLC's principal office is in McLean, VA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Range Advisory, LLC registered with the SEC or a state?",
      "a": "Range Advisory, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321969."
    },
    {
      "q": "How much does Range Advisory, LLC manage?",
      "a": "Range Advisory, LLC reports $1,388,737,633 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Range Advisory, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Range Advisory, LLC: Regulatory assets under management: $138,739 in the October 2023 data and $1,388,737,633 in the October 2026 data, up 1000871%. Total employees: 6 in October 2022 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Range Advisory, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (967); high net worth individuals (806)."
    },
    {
      "q": "Which custodians does Range Advisory, LLC use?",
      "a": "Range Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Apex Clearing Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Range Advisory, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321969"
    },
    {
      "q": "What changed in Range Advisory, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $653,945,567 to $1,388,737,633 (+112%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138739.0,
      "total_employees": 12,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 27200000.0,
      "total_employees": 30,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 144714931.0,
      "total_employees": 31,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1388737633.0,
      "total_employees": 38,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $653,945,567 to $1,388,737,633 (+112%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $268,976,800 to $653,945,567 (+143%).",
        "Changed its office addresses in New York, NY.",
        "Added an office in Bellevue, WA.",
        "Registered or notice-filed in AK, KY, MS, ND, VI, WV, WY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 17 to 18.",
        "Regulatory assets under management went from $144,714,931 to $268,976,800 (+86%).",
        "Registered or notice-filed in AL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/range-advisory-llc-mclean-va-321969.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 967,
      "fewer_than_5": false,
      "raum": 290453741.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 806,
      "fewer_than_5": false,
      "raum": 1098283892.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321969",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}