RANGE FINANCIAL GROUP, LLC

CRD 290001File 801-119404

APPROVED

Retail clients

Filing as of Jul 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$408.1M

Below cohort median (national)

Discretionary AUM

$403.4M

Non-discretionary $4.7M

Clients

405

1,365 accounts

Employees

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
Website: HTTP://WWW.RANGEFINANCIALGROUP.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	355	405	increased by50
Mar 1, 2026	AUM	$321,067,599	$408,081,122	increased by$87,013,523
Mar 1, 2026	Accounts	1,188	1,365	increased by177
Dec 1, 2025 vs May 1, 2025	Employees	8	9	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	7	8	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	254	355	increased by101
May 1, 2025 vs Oct 1, 2022	AUM	$236,988,314	$321,067,599	increased by$84,079,285
May 1, 2025 vs Oct 1, 2022	Accounts	254	1,188	increased by934
Apr 1, 2022	Employees	6	7	increased by1
Apr 1, 2022	Clients	223	254	increased by31
Apr 1, 2022	AUM	$162,288,333	$236,988,314	increased by$74,699,981
Apr 1, 2022	Accounts	223	254	increased by31
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RANGE FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RANGE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

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.