{"url":"https://nivawealth.com/firms/range-advisory-321969","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/321969","regulatoryAum":1388737633,"crd":"321969","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5730661","suffix":null,"lastName":"ALCIDE","firstName":"DANIELLE","middleName":"CARLOTTA"},{"crd":"6521715","suffix":null,"lastName":"BLACK","firstName":"CONNOR","middleName":"SCOTT"},{"crd":"7239689","suffix":null,"lastName":"Brown","firstName":"Jackson","middleName":"Mathias"},{"crd":"7449702","suffix":null,"lastName":"CALLAHAN","firstName":"THOMAS","middleName":"ROBERT"},{"crd":"6073604","suffix":null,"lastName":"Carranza","firstName":"Manuel","middleName":"Alejandro"},{"crd":"6881013","suffix":null,"lastName":"Cataneo","firstName":"Lauren","middleName":"Marie"},{"crd":"7171931","suffix":null,"lastName":"Croft","firstName":"Spencer","middleName":null},{"crd":"6825726","suffix":null,"lastName":"Dandridge","firstName":"Clare","middleName":"Elizabeth"},{"crd":"7535061","suffix":null,"lastName":"Dann","firstName":"Sean","middleName":"Michael"},{"crd":"6805492","suffix":null,"lastName":"DELASHO","firstName":"JOSEPH","middleName":null},{"crd":"7441401","suffix":null,"lastName":"ENGELKE","firstName":"SPENCER","middleName":"T"},{"crd":"7043840","suffix":null,"lastName":"Gahs","firstName":"Tyler","middleName":null},{"crd":"6457986","suffix":null,"lastName":"Ghebray","firstName":"Yosef","middleName":null},{"crd":"7177519","suffix":null,"lastName":"Gupta","firstName":"Arush","middleName":null},{"crd":"7580703","suffix":null,"lastName":"Kim","firstName":"Justin","middleName":"June 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2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:35:56.574353+00:00","documents":[{"name":"RANGE ADVISORY ADV BROCHURE OCTOBER 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061503","versionId":1061503,"submittedOn":"2026-10-19"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":1109057396},{"name":"Apex Clearing Corporation","shortName":"Apex Clearing","location":"Dallas, TX","smaAssets":279680237}],"custodyNote":"Range Advisory does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Fahad Hassan","title":"CEO, CCO & Co-Founder","crd":"7554393"}],"ownership":[{"label":"Fahad Hassan","detail":"Ceo, cco & co-founder in the 25% to 50% ownership band and a control person, since December 2020. Also a ceo, co-founder of Range Finance Inc. in the 25% to 50% band and a control person, since December 2020."},{"label":"Range Finance Inc.","detail":"Parent company in the 75% or more ownership band and a control person, since January 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"685 Third Ave","city":"New York"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"8270 Greensboro Drive, Suite 910","city":"McLean","headquarters":true}]},{"state":"Washington","offices":1,"addresses":[{"street":"411 108th Ave Ne","city":"Bellevue"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-261-4126","stateRegisteredReps":17,"otherAdviserReps":0,"compensation":["Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"1366","assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":70},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"23 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/321969/PDF/321969.pdf","brochureDate":"19 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061503","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Range Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Range Advisory offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Range Advisory use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Range Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Range Advisory invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Range Advisory?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Range Advisory get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Range Advisory?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}