Range Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tigard, OR. Its latest Form ADV filing, dated February 10, 2026, reports $408M in regulatory assets under management, 9 employees, 7 offices, and 1,365 accounts.
Assets Under Management
$408M
Employees
9
Offices
7 offices
Total Clients
405
Primary office
TIGARD, OR
7307 SW BEVELAND ST, #110, TIGARD, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
270
2
HNWI
32.1%
130
3
Pension Plans
0.7%
3
4
Charitable
0.2%
1
5
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of February 10, 2026
Discretionary98.9%
$403M
99% of total RAUM98.9%
Non-discretionary1.1%
$5M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$408M
Total Accounts1,365
10Y AUM Change+$281M (+219.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee45:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.