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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-23-2015
- Office Locations
- 2
Office Locations
About Open Range Financial Group, LLC
Open Range Financial Group is a fiduciary RIA in Manvel, TX serving greater Houston retirees and soon-to-be retirees. The team builds personalized, holistic retirement plans covering goals, risk tolerance, tax-aware strategies, and ongoing wealth management. Portfolios are ETF-heavy with additional public funds and fixed income, and the firm custodians with Charles Schwab. Differentiator: its structured retirement process and “family CFO” approach.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 71 clients, or 23.7 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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The full Open Range Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Garret Paul Hanson
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #7159034
- Ownership
- 50% but less than 75%
Nicolas Ty Sudderth
Financial Advisor, PRINCIPAL
- CRD
- #7263844
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KALE VICTOR HANSON
President
- CRD
- #2896068
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,347,856 | $245,474 |
| Non-Discretionary | $0 | -- |
| Total | $77,347,856 | $245,474 |
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Separately Managed Accounts
SMA allocation detail is available
Open Range Financial Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.