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RANGE FINANCIAL GROUP, LLC
CRD 290001File 801-119404
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$408.1M
Below cohort median (national)
Discretionary AUM
$403.4M
Non-discretionary $4.7M
Clients
405
1,365 accounts
Employees
9
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 8, 2020
- Principal office
- 7307 SW BEVELAND ST, #110, TIGARD, OR, 97223
- Phone
- 503-482-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $408.1M
- Discretionary AUM
- $403.4M
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 1,362
- Non-discretionary accounts
- 3
- Total accounts
- 1,365
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $57 |
| Charitable organizations | 1 | $850K |
| High net worth individuals | 130 | $295.7M |
| Pension and profit sharing plans | 3 | $4.7M |
| Individuals (other than high net worth individuals) | 270 | $106.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.