|
⚲
|
| Keyboard |
| Range Financial Group LLC
✚
|
|
|---|---|
| CRD # | 290001 |
| SEC # | 801-119404 |
| CIK # | 0002072545, 0001928635 |
| AUM | 408.1 M (2026-06-11) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-482-4400 |
| Address | 7307 SW Beveland St Tigard, OR 97223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Fri, 10 Jul 2026 | Range Financial Group LLC Acquires New Position in Darling Ingredients Inc. $DAR — MarketBeat |
| Fri, 10 Jul 2026 | Range Financial Group LLC Takes Position in Wpp Plc $WPP — MarketBeat |
| Fri, 10 Jul 2026 | Range Financial Group LLC Invests $1.14 Million in Seneca Foods Corp. $SENEA — MarketBeat |
| Fri, 10 Jul 2026 | Range Financial Group LLC Takes Position in American Coastal Insurance Corporation $ACIC — MarketBeat |
| Fri, 10 Jul 2026 | Range Financial Group LLC Invests $1.67 Million in Fastly, Inc. $FSLY — MarketBeat |
| CIK | Period |
|---|---|
| 0002072545 0001928635 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 11.4 | ||
| Seagate Technology PLC | 10.1 | ||
| Lam Research Corp | 9.5 | ||
| Nvidia Corp | 9.3 | ||
| Sandisk Corp | 7.6 | ||
| Lilly Eli & Co | 6.5 | ||
| Home Depot Inc | 5.6 | ||
| Coach Inc | 5.3 | ||
| Johnson & Johnson | 5.2 | ||
| Philip Morris International Inc | 5.1 | ||
| Amgen Inc | 4.9 | ||
| Qualcomm Inc/DE | 4.8 | ||
| McDonalds Corp | 4.8 | ||
| Kimberly Clark Corp | 4.8 | ||
| Altria Group Inc | 4.5 | ||
| Lowes Companies Inc | 4.5 | ||
| Verizon Communications Inc | 4.3 | ||
| Expedia Inc | 4.1 | ||
| Applovin Corp | 3.9 | ||
| Iridium Communications Inc | 3.8 | ||
| Western Digital Corp | 3.6 | ||
| Lumentum Holdings Inc | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 106.9 |
| (b) Individuals (high net worth individuals) | 130 | 295.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.7 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,365 | 408.1 |
| By Discretionary | ||
| Discretionary | 1,362 | 403.4 |
| Non-Discretionary | 3 | 4.7 |
| Total | 1,365 | 408.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.1 | |
| Total | 1,365 | 408.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001928635] | |
| D | [0002072545] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Truefg LLC
✚
|
TX | 409.0 M |
|
Palouse Capital Management Inc
✚
|
WA | 408.5 M |
|
Advisory Solutions Group LLC
✚
|
MN | 408.4 M |
|
Heritage Financial LLC
✚
|
VA | 408.0 M |
|
Quad City Investment Advisors LLC
✚
|
IL | 408.0 M |
|
Revere Asset Management Inc
✚
|
TX | 407.9 M |
|
Navigoe LLC
✚
|
CA | 407.8 M |
|
MAXQ Asset Management LLC
✚
|
CO | 407.7 M |
|
Compass Financial Services Inc
✚
|
IA | 407.4 M |
|
Wealthcare Capital Partners LLC
✚
|
PA | 407.4 M |