SourcingSourcing

RANGE ADVISORY, LLC

C22
CRD 321969·SEC 801-125927·MCLEAN, VA
AUM
$653.9M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RANGE ADVISORY, LLC
CRD
321969
SEC file #
801-125927
EIN
—
DBA names
—

Economics

AUM
$653.9M
AUM band
$500M-$1B
AUM trajectory
'25'26
$269.0M → $653.9M▲ +143%
Client mix
Individuals High Net Worth535
Individuals Other415

Operations

Employees (total)
38
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'23'26
1 advisors → 18 advisors▲ +1700%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
Other Compensation

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
twitter.com/range_finance(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RANGE FINANCE INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
RANGE FINANCE INC.
Hassan, Fahad
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:range.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
33
Bc Firm IAR Count
33
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Trust Company Affiliate
No

People (34)

34
Hassan, Fahad
Direct Owner · 37.5%
7554393
Dylan Montal
IAR
6635452
Jackson Mathias Brown
IAR
7239689
Reed E Bertram
IAR
7141793
Clare Elizabeth Dandridge
IAR
6825726
Julienne Eve Egofske
IAR
7300348
Matthew Arthur Ragone
IAR
6809519
Jack Ryan Kornutik
IAR
6966921
JOSEPH DELASHO
IAR
6805492
DYLAN RANDALL RADDATZ
IAR
6518974
Vasilios Paul Rajendra
IAR
6343364
Tyler Gahs
IAR
7043840
BRIANNA MARIE MATRO
IAR
6974343
DANIELLE CARLOTTA ALCIDE
IAR
5730661
EMILY LOUISE DAROSA
IAR
6786590
CARY JAMES ROTHMAN
IAR
7406770
Emily Elizabeth Platt
IAR
7156088
Nina Elise Doehrman
IAR
7288696
ANTHONY LAWRENCE MOLINA
IAR
6262462
SAMUEL KESSLER SWENSON
IAR
5681293
Sean Michael Dann
IAR
7535061
Justin June Won Kim
IAR
7580703
JEFFREY A LOPEZ
IAR
7505474
Lauren Marie Cataneo
IAR
6881013
THOMAS ROBERT CALLAHAN
IAR
7449702
EDWIN WATSON
IAR
7510119
Kevin P OHanlon
IAR
7430923
Manuel Alejandro Carranza
IAR
6073604
Yosef Ghebray
IAR
6457986
JOSEPH LEWIS POWANDA
IAR
7158700
YAKOV ZIKVASHVILI
IAR
6809524
DENNIS ERNESTO ELIAS
IAR
6516917
SPENCER T ENGELKE
IAR
7441401
FAISAL MAGSI
IAR
6668846