This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$408MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$403M

Private client RAUM

$403MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$58.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

7

Offices

7Schedule D 1.F, beyond the principal office

Accounts

1,365

Individual clients

270

High net worth clients

130

SEC number

801-119404

CRD

290001

Filings on the tape

18

First filed

Aug 6, 2020

Latest filed

Jul 9, 2026

Organised

Limited Liability Company, OR

Website

rangefinancialgroup.com

• Occurred

  Mar 8, 2022
  Advisor changed firm

  Kathryn Kavehrad left Range Financial Group, Llc for Independent Advisor Alliance, Llc (registered 2022-03-10)

  Form ADVobserved 5 days ago
• Occurred

  Aug 6, 2020
  First Form ADV filing

  Range Financial Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e508be3-11a0-40ef-5680-fa47399c772c

First observed

Aug 6, 2020

Last observed

Jul 9, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.