# Range Advisory, LLC

> 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.

- CRD: 321969
- Filed as: RANGE ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321969
- AdvisorCensus page: https://advisorcensus.com/firm/range-advisory-llc-mclean-va-321969

## Quick answers

**How is Range Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Range Advisory, LLC reports these compensation arrangements: other.

**Where is Range Advisory, LLC located?**
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).

**Is Range Advisory, LLC registered with the SEC or a state?**
Range Advisory, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321969.

**How much does Range Advisory, LLC manage?**
Range Advisory, LLC reports $1,388,737,633 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Range Advisory, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Range Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (967); high net worth individuals (806).

**Which custodians does Range Advisory, LLC use?**
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.

**Does Range Advisory, LLC report any disciplinary disclosures?**
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

**What changed in Range Advisory, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $653,945,567 to $1,388,737,633 (+112%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Apex Clearing Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,388,737,633
- Discretionary: $1,388,737,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 967 | $290,453,741 |
| High net worth individuals | 806 | $1,098,283,892 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 38 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bellevue, WA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- range.com
- reddit.com/r/rangewealth
- Facebook @RangeFinance
- Instagram @rangefinance
- LinkedIn @rangefinanceinc
- X @range_finance
- YouTube @range_wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 6 | September 28, 2022 |
| October 2023 | $138,739 | 12 | September 21, 2023 |
| October 2024 | $27,200,000 | 30 | March 29, 2024 |
| October 2025 | $144,714,931 | 31 | March 27, 2025 |
| October 2026 | $1,388,737,633 | 38 | September 23, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $653,945,567 to $1,388,737,633 (+112%).

### April 2026
- 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.

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Range Advisory, LLC (CRD 321969): Form ADV filing data as of October 2026.