Range Advisory, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 321969
· SEC file 801-125927
· Mclean, VA
· twitter.com
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ADV data as of Jul 17, 2026
- Regulatory AUM
- $654M
- Discretionary
- $654M
- Clients
- 950
- Avg AUM / client
- $688K
- Accounts
- 3,788
- Employees
- 38
AUM over time
$139K
$654M
Jun 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $76.6M | 11.7% |
| High net worth individuals | 535 | $577M | 88.3% |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hassan, Fahad | Ceo, Cco & Co Founder | Dec 2020 (6y) | 25% – 50% | |
| Danielle Carlotta Alcide | Registered representative | CFP | Jun 2023 (3y) | |
| Samuel Kessler Swenson | Registered representative | CFP CFA | Sep 2023 (3y) | |
| Reed E Bertram | Registered representative | Nov 2023 (3y) | ||
| Jeffrey A Lopez | Registered representative | CFP | Jan 2024 (3y) | |
| Dylan Randall Raddatz | Registered representative | CFP | Apr 2024 (2y) | |
| Yosef Ghebray | Registered representative | CFP | Oct 2024 (2y) | |
| Anthony Lawrence Molina | Registered representative | Dec 2024 (2y) | ||
| Julienne Eve Egofske | Registered representative | CFP | Feb 2025 (1y) | |
| Kevin P O Hanlon | Registered representative | CFP | Feb 2025 (1y) | |
| Vasilios Paul Rajendra | Registered representative | CFP CFA | Feb 2025 (1y) | |
| Spencer T Engelke | Registered representative | CFP | Apr 2025 (1y) | |
| Brianna Marie Matro | Registered representative | May 2025 (1y) | ||
| Jackson Mathias Brown | Registered representative | CFP | Jul 2025 (1y) | |
| Cary James Rothman | Registered representative | Jul 2025 (1y) | ||
| Justin June Won Kim | Registered representative | CFA | Jul 2025 (1y) | |
| Dennis Ernesto Elias | Registered representative | CFP | Sep 2025 (1y) | |
| Emily Elizabeth Platt | Registered representative | CFP | Sep 2025 (1y) | |
| Thomas Robert Callahan | Registered representative | CFP | Sep 2025 (1y) | |
| Matthew Arthur Ragone | Registered representative | CFP | Nov 2025 (1y) | |
| Dylan Montal | Registered representative | Nov 2025 (1y) | ||
| Yakov Zikvashvili | Registered representative | Nov 2025 (1y) | ||
| Lauren Marie Cataneo | Registered representative | Nov 2025 (1y) | ||
| Jack Ryan Kornutik | Registered representative | CFP | Jan 2026 (1y) | |
| Joseph Delasho | Registered representative | CFP | Jan 2026 (1y) | |
| Nina Elise Doehrman | Registered representative | CFP | Jan 2026 (1y) | |
| Clare Elizabeth Dandridge | Registered representative | Jan 2026 (1y) | ||
| Manuel Alejandro Carranza | Registered representative | CFP | Mar 2026 (0y) | |
| Tyler Gahs | Registered representative | Mar 2026 (0y) | ||
| Sean Michael Dann | Registered representative | CFA | Mar 2026 (0y) | |
| Edwin Watson | Registered representative | CFA | Mar 2026 (0y) | |
| Faisal Magsi | Registered representative | CFP | Apr 2026 (0y) | |
| Jonathan Peter Koumas | Registered representative | May 2026 (0y) | ||
| Spencer Croft | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Range Finance Inc. | Parent Company | Jan 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • MEMBERSHIP DUES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $145M (22% of AUM) Jul 2026
- Altruist Financial $145M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗