OPEN RANGE FINANCIAL GROUP, LLC

Overview

Open Range Financial Group, LLC is an independent registered investment adviser that serves individual and family clients, along with small businesses, through financial planning and discretionary portfolio management. The firm charges a mix of percentage-of-assets and fixed fees and manages client accounts predominantly on a discretionary basis. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation, with the firm favoring exchange-traded instruments for the bulk of its portfolios. Open Range supplements those equity allocations with third‑party alternative managers—private equity, hedge funds and real estate—positioned to provide diversification and return streams not tightly correlated to public markets. The firm does not present itself as an active ESG investor, is not structured as a multi-state adviser in its regulatory filing, and does not act as a capital allocator in the sense of running pooled investment vehicles. Its client focus, fee model and use of discretionary management indicate a practice oriented toward providing consolidated investment oversight and financial planning for high-net-worth households and smaller institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices