Range Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 1,366 clients last fiscal year.
Range Advisory reports 1,773 clients. They include 967 individual clients and 806 high-net-worth individuals. Of its assets, 100.0% ($1.39B across 5,205 accounts) are managed with discretion. It advised 1,180 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 21% |
| High-net-worth individuals | 45% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 967 | $290M | 20.9% | $300K |
| High-net-worth individuals | 806 | $1.1B | 79.1% | $1.36M |
| Total | 1,773 | $1.39B | 100% | $783K |
- Clients
- 967
- Regulatory AUM
- $290M
- AUM share
- 20.9%
- Avg. per client
- $300K
- Clients
- 806
- Regulatory AUM
- $1.1B
- AUM share
- 79.1%
- Avg. per client
- $1.36M
Total
- Clients
- 1,773
- Regulatory AUM
- $1.39B
- AUM share
- 100%
- Avg. per client
- $783K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1,180
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1366
Range Advisory is paid through other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- One-time and planning services
- One-time tax, retirement, estate and other planning services are billed hourly or as a flat fee, and may range from about $800 to $2,000.
Range Finance Inc. owns 75% or more of Range Advisory. It has 38 employees, 18 of them in advisory roles.
Staff
- 38 employees
- 18 in advisory functions
- 17 state-registered reps
- Owns 75% or more of Range Advisory, LLC
Range Finance Inc.
Control person · since January 2024
- Owns 25% to 50% of Range Advisory, LLC
Fahad Hassan
Control person · since December 2020
Range Advisory’s regulatory assets grew Infinity× from $0 (May 2022) to $1.39B (September 2026); employees rose from 6 to 38.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.39B | 1,773 | 38 | 3 |
| Mar 2025March 2025 | $145M | 224 | 31 | 2 |
| Mar 2024March 2024 | $27.2M | 698 | 30 | 1 |
| Jun 2023June 2023 | $139K | 311 | 12 | 1 |
| May 2022May 2022 | $0 | 0 | 6 | 1 |
Besides its headquarters, Range Advisory has 2 offices, with 3 listed addresses across 3 states.
New York · 1 listed address
- 685 Third Ave, New York
Virginia · 1 listed address
- 8270 Greensboro Drive, Suite 910, McLeanHQ
Washington · 1 listed address
- 411 108th Ave Ne, Bellevue
Contact and registration details
- Legal name
- Range Advisory, LLC
- Headquarters
- 8270 Greensboro Drive, Suite 910, McLean, VA 22102
- Website
- range.com
- Phone
- 703-261-4126
- @rangefinanceinc
- SEC file
- 801-125927
- Structure
- Delaware LLC
- Fiscal year end
- December
Range Advisory’s named custodians for separately managed accounts are Altruist ($1.11B, 80%) and Apex Clearing ($280M, 20%). Range Advisory does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $1.11B80%
- Apex ClearingApex Clearing Corporation · Dallas, TX · $280M20%
At year end, Range Advisory’s separately managed accounts were mostly in funds (70%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds70%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
How many clients does Range Advisory have?
Range Advisory has 1,773 clients and manages $1.39 billion for them, as of September 2026. They include 967 individual clients and 806 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Range Advisory offer?
Range Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Range Advisory use?
Range Advisory’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $1.11B and Apex Clearing Corporation (Dallas, TX), with $280M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Range Advisory have?
Range Advisory has 17 investment adviser representatives registered with state securities authorities, out of 38 employees, and 18 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Range Advisory invest in?
At the end of its last fiscal year, Range Advisory’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 9% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Range Advisory?
Range Advisory’s direct owners are Fahad Hassan (25% to 50%) and Range Finance Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Range Advisory get paid?
Range Advisory is paid through other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Range Advisory?
Range Advisory’s main office is at 8270 Greensboro Drive, Suite 910, McLean, VA 22102. Its phone number is 703-261-4126. Its website is range.com.