# Range Financial Group, LLC

> Range Financial Group, LLC is an SEC-registered investment advisory firm in Tigard, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 290001
- Filed as: RANGE FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tigard, OR
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290001
- AdvisorCensus page: https://advisorcensus.com/firm/range-financial-group-llc-tigard-or-290001

## Quick answers

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

**Where is Range Financial Group, LLC located?**
Range Financial Group, LLC's principal office is in Tigard, OR, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Range Financial Group, LLC registered with the SEC or a state?**
Range Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 290001.

**How much does Range Financial Group, LLC manage?**
Range Financial Group, LLC reports $408,081,122 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (99% discretionary).

**How have Range Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Range Financial Group, LLC: Regulatory assets under management: $162,288,333 in the October 2021 data and $408,081,122 in the October 2026 data, up 151%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Range Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (130); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Range Financial Group, LLC use?**
Range Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 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 SEC record: https://adviserinfo.sec.gov/firm/summary/290001

**Does Range Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "Range Financial Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios."

**What changed in Range Financial Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $321,067,599 to $408,081,122 (+27%). Added an office in Tigard, OR.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: None

> Range Financial Group does not have an account minimum. However, we may decline to accept clients with smaller portfolios.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $408,081,122
- Discretionary: $403,426,416
- Non-discretionary: $4,654,706

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 270 | $106,881,860 |
| High net worth individuals | 130 | $295,694,280 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,654,706 |
| Charitable organizations | 1 | $850,219 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $57 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Tigard, OR

### Websites listed on Form ADV (Item 1.I)
- rangefinancialgroup.com
- LinkedIn @RANGE-FINANCIAL-GROUP-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $162,288,333 | 6 | May 4, 2021 |
| October 2022 | $236,988,314 | 7 | March 31, 2022 |
| October 2023 | $229,937,383 | 7 | March 31, 2023 |
| October 2024 | $261,563,333 | 7 | March 29, 2024 |
| October 2025 | $321,067,599 | 8 | April 2, 2025 |
| October 2026 | $408,081,122 | 9 | July 9, 2026 |

Regulatory assets under management: $162,288,333 in the October 2021 data and $408,081,122 in the October 2026 data, up 151%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $321,067,599 to $408,081,122 (+27%).
- Added an office in Tigard, OR.

### December 2025
- Employees performing advisory functions went from 6 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Range Financial Group, LLC (CRD 290001): Form ADV filing data as of October 2026.