Range Advisory, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 321969
- Registered since
- June 23, 2022
- Website
- www.range.com
- Custodians
- ALTRUIST FINANCIAL LLC, APEX CLEARING CORPORATION
- Fee structure
- Other
- Client types
- HNWI79.09%
- Individuals20.91%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Range Advisory, LLC is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (registered in 2022) and offers a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through publications and workshops. Its fee structure is listed as “Other” on regulatory filings, and it reports affiliations with a broker-dealer and an accounting firm. Range Advisory is not identified as an active ESG investor on its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 175Active vs passive
$694M in ETFs
97%
$672M
1%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $126M | 183,608 | 18.16% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8270 Greensboro Dr
- Time zone
- ET (UTC-5)
- Office locations
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