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RANGE ADVISORY, LLC
CRD 321969File 801-125927
APPROVED
Retail clients
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.39B
Clients
1,773
5,205 accounts
Employees
38
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 23, 2022
- Principal office
- 8270 GREENSBORO DRIVE, SUITE 910, MCLEAN, VA, 22102
- Phone
- (703) 261-4126
- Website
- https://www.range.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,205
- Non-discretionary accounts
- 0
- Total accounts
- 5,205
- AUM per client
- $783K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 806 | $1.10B |
| Individuals (other than high net worth individuals) | 967 | $290.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MEMBERSHIP DUES
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 381 | 950 | increased by569 |
| Apr 1, 2026 | AUM | $268,976,800 | $653,945,567 | increased by$384,968,767 |
| Apr 1, 2026 | Accounts | 1,236 | 3,788 | increased by2,552 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 31 | 38 | increased by7 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 224 | 381 | increased by157 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $144,714,931 | $268,976,800 | increased by$124,261,869 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 750 | 1,236 | increased by486 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 31 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $144,714,931 | increased by$144,714,931 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 750 | increased by750 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RANGE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RANGE ADVISORY” 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.