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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RANGE ADVISORY, LLC

CRD 321969

MCLEAN, VA

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Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 49
Dated events: 24
On other graphs: 0
Observed: May 20, 2022 to Jul 17, 2026
15 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $654MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $654M
Private client RAUM: $654MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 32
RAUM per advisor: $20.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 38
Advisory employees: 18
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,788
Individual clients: 415
High net worth clients: 535
SEC number: 801-125927
CRD: 321969
Filings on the tape: 15
First filed: May 20, 2022
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 32

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIELLE CARLOTTA ALCIDE	Certified Financial Planner	MCLEAN, VA	3	16	2	no
SAMUEL KESSLER SWENSON	Certified Financial Planner\|Chartered Financial Analyst	New York, NY \| MCLEAN, VA	3	11	3	no
JEFFREY A LOPEZ	Certified Financial Planner	MCLEAN, VA	2	12	1	no
DYLAN RANDALL RADDATZ	Certified Financial Planner	MCLEAN, VA \| Phoenix, AZ	2	11	1	no
Yosef Ghebray	Certified Financial Planner	Sacramento, CA \| MCLEAN, VA	1	11	4	no
Vasilios Paul Rajendra	Certified Financial Planner\|Chartered Financial Analyst	New York, NY \| MCLEAN, VA	1	11	2	yes
Julienne Eve Egofske	Certified Financial Planner	New York, NY \| MCLEAN, VA	1	10	2	no
Kevin P OHanlon	Certified Financial Planner	MCLEAN, VA \| New York, NY	1	10	2	no
SPENCER T ENGELKE	Certified Financial Planner	CEDAR PARK, TX \| MCLEAN, VA	1	12	2	no
BRIANNA MARIE MATRO	n/a	New York, NY \| MCLEAN, VA	1	10	2	no
Jackson Mathias Brown	Certified Financial Planner	New York, NY \| MCLEAN, VA	1	10	2	no
Justin June Won Kim	Chartered Financial Analyst	New York, NY \| MCLEAN, VA	1	14	1	no
DENNIS ERNESTO ELIAS	Certified Financial Planner	MCLEAN, VA	1	11	3	no
Emily Elizabeth Platt	Certified Financial Planner	MCLEAN, VA	0	10	2	no
THOMAS ROBERT CALLAHAN	Certified Financial Planner	New York, NY \| MCLEAN, VA	0	13	3	no
Matthew Arthur Ragone	Certified Financial Planner	MCLEAN, VA \| New York, NY	0	13	2	no
Dylan Montal	n/a	New York, NY \| MCLEAN, VA	0	10	3	no
YAKOV ZIKVASHVILI	n/a	New York, NY \| MCLEAN, VA	0	10	1	no
Lauren Marie Cataneo	n/a	MCLEAN, VA \| New York, NY	0	14	2	no
JOSEPH DELASHO	Certified Financial Planner	MCLEAN, VA \| New York, NY	0	12	2	no
Clare Elizabeth Dandridge	n/a	MCLEAN, VA \| Bellevue, WA	0	13	3	no
Manuel Alejandro Carranza	Certified Financial Planner	MCLEAN, VA	0	10	2	no
Tyler Gahs	n/a	MCLEAN, VA	0	13	4	no
Sean Michael Dann	Chartered Financial Analyst	New York, NY \| MCLEAN, VA	0	12	2	no
EDWIN WATSON	Chartered Financial Analyst	MCLEAN, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hassan, Fahad	CEO, CO-FOUNDER	C	yes	12/2020	May 20, 2022	Mar 29, 2024
Hassan, Fahad	CEO, CCO & CO-FOUNDER	C	yes	12/2020	May 20, 2022	Mar 29, 2024
RANGE FINANCE INC.	PARENT COMPANY	E	yes	01/2024	Mar 29, 2024	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$654M	$654M	38	18	2	n/a	n/a
2024	Mar 27, 2025	$145M	$145M	31	17	1	n/a	n/a
2023	Mar 29, 2024	$27.2M	$27.2M	30	9	0	n/a	n/a
2022	Mar 28, 2023	n/a	n/a	12	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
19	7	12	21.9%	4	3	0	41	14

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$654M	$145M	351.9%	n/a	n/a	38	31	2	1

Relationships

Registered with (46)

← MATTHEW THOMAS STONICHAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← JILLIAN JEAN TOOMEYAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← CONNOR SCOTT BLACKAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Spencer CroftAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← JONATHAN PETER KOUMASAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← FAISAL MAGSIAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← EDWIN WATSONAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← Sean Michael DannAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← Manuel Alejandro CarranzaAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← Tyler GahsAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← Clare Elizabeth DandridgeAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Nina DoehrmanAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← JOSEPH DELASHOAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← Lauren Marie CataneoAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← Dylan MontalAdvisorregistration: current employment
Nov 16, 2025 to presentfactForm ADV
← YAKOV ZIKVASHVILIAdvisorregistration: current employment
Nov 16, 2025 to presentfactForm ADV
← Matthew Arthur RagoneAdvisorregistration: current employment
Nov 13, 2025 to presentfactForm ADV
← Emily Elizabeth PlattAdvisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← THOMAS ROBERT CALLAHANAdvisorregistration: current employment
Sep 23, 2025 to presentfactForm ADV
← DENNIS ERNESTO ELIASAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Justin June Won KimAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← Jackson Mathias BrownAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← BRIANNA MARIE MATROAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← SPENCER T ENGELKEAdvisorregistration: current employment
Apr 29, 2025 to presentfactForm ADV
← Vasilios Paul RajendraAdvisorregistration: current employment
Feb 9, 2025 to presentfactForm ADV
← Julienne Eve EgofskeAdvisorregistration: current employment
Feb 9, 2025 to presentfactForm ADV
← Kevin P OHanlonAdvisorregistration: current employment
Feb 9, 2025 to presentfactForm ADV
← Yosef GhebrayAdvisorregistration: current employment
Oct 10, 2024 to presentfactForm ADV
← DYLAN RANDALL RADDATZAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← JEFFREY A LOPEZAdvisorregistration: current employment
Jan 11, 2024 to presentfactForm ADV
and 16 more

Controls (2)

← Hassan, FahadOwnerCEO, CO-FOUNDER, ownership code C, individual
May 20, 2022 to Mar 29, 2024factForm ADV
← RANGE FINANCE INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 14, 2026
Advisor changed firm
Nina Doehrman left Range Advisory, LLC for J.P. Morgan Securities LLC (registered 2026-08-19)
Form ADVobserved 3 days ago
Occurred
Aug 28, 2026
Advisor changed firm
Jack Ryan Kornutik left Range Advisory, LLC for Prime Capital Financial (registered 2026-09-14)
Form ADVobserved 3 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Emily Louise Darosa left Range Advisory, Llc for Seven Mile Advisory Llc (registered 2026-07-17)
Form ADVobserved 3 days ago
Occurred
Jun 19, 2026
Advisor changed firm
Joseph Lewis Powanda left Range Advisory, Llc for J.P. Morgan Securities Llc (registered 2026-07-20)
Form ADVobserved 3 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Ryan Klemm left Range Advisory, Llc for Summit Financial, Llc (registered 2026-04-02)
Form ADVobserved 3 days ago
Occurred
Mar 20, 2026
Regulatory AUM changed
Range Advisory, Llc reported RAUM $653.9M, up 143% from $269.0M (2025-08-05 to 2026-03-20)
Form ADVobserved 3 days ago
$385M
Occurred
Jan 23, 2026
Advisor changed firm
Giovanni Tiso left Range Advisory, Llc for Titan (registered 2026-02-03)
Form ADVobserved 3 days ago
Occurred
Oct 20, 2025
Advisor changed firm
Jewels Agustin Oliquiano left Range Advisory, Llc for Lpl Financial Llc (registered 2026-02-02)
Form ADVobserved 3 days ago
Occurred
Aug 5, 2025
Regulatory AUM changed
Range Advisory, Llc reported RAUM $269.0M, up 86% from $144.7M (2025-03-27 to 2025-08-05)
Form ADVobserved 3 days ago
$124M
Occurred
Aug 4, 2025
Advisor changed firm
Kirstyn Leigh Simon left Range Advisory, Llc for Fi3 Financial Advisors, Llc (registered 2025-09-26)
Form ADVobserved 3 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Joshua David Morris left Range Advisory, Llc for Ideal Financial Planning (registered 2025-11-21)
Form ADVobserved 3 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Brooklyn Gormly left Range Advisory, Llc for Umb Private Wealth Management, Llc (registered 2026-05-11)
Form ADVobserved 3 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Robert John Glotfelty left Range Advisory, Llc for Betterment (registered 2025-08-25)
Form ADVobserved 3 days ago
Occurred
May 23, 2025
Advisor changed firm
Mark Allen Stancato left Range Advisory, Llc for Vip Wealth Advisors (registered 2025-05-27)
Form ADVobserved 3 days ago
Occurred
Nov 7, 2024
Advisor changed firm
Bradford Clayton Jeter left Range Advisory, Llc for Mma Securities Llc (registered 2025-01-31)
Form ADVobserved 3 days ago
Occurred
Aug 21, 2024
Advisor changed firm
Cassidy Murphy left Range Advisory, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-08-28)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Succession filed (Item 4)
Range Finance, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person left
Paul David Cusatis (Cto & Co-Founder) no longer on Schedule A of Range Advisory, Llc (listed 2023-12-13, absent 2024-03-29)
Form ADVobserved 3 days ago
Occurred
Apr 24, 2023
Advisor changed firm
Graham Patterson Versaw left Range Advisory, Llc for Fidelity Personal And Workplace Advisors (registered 2023-06-22)
Form ADVobserved 3 days ago
Occurred
Sep 26, 2022
Advisor changed firm
Mark A Cecchini left Range Advisory, Llc for Compound Advisers, Inc. (registered 2022-12-13)
Form ADVobserved 3 days ago
Occurred
May 20, 2022
First Form ADV filing
Pylon Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 3 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Julienne Eve Egofske no longer holds an investment adviser registration (last listed at Range Advisory, Llc on the 2026-09-16 feed)
Occurred
Sep 16, 2026
Arush Gupta registered as an investment adviser representative at Range Advisory, Llc
First seen by DFX
Sep 15, 2026
date not stated
Emily Elizabeth Platt no longer holds an investment adviser registration (last listed at Range Advisory, Llc on the 2026-09-14 feed)