Range Advisory, LLC

Overview

Range Advisory, LLC is a fee-based wealth manager organized as an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator for individuals and families, offering financial planning and portfolio management for individuals and small businesses. Advisory services listed in regulatory filings include manager selection, publication of periodicals or newsletters, and delivery of educational seminars and workshops. The firm reports a nonstandard fee structure and does not identify as an active ESG investor or a pension consultant. Range Advisory’s regulatory profile classifies it as unclassified and lists owner types as both a domestic entity and an individual. The firm maintains industry ties to broker-dealer and accounting channels, which may shape distribution and research access for client portfolios.

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Public Holdings

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Location & Offices