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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-27-2017
- Office Locations
- 2
Office Locations
About Range Financial Group, LLC
Range Financial Group is an Oregon-based RIA providing strategic, comprehensive financial planning and wealth management for individuals, families, and business owners. The firm builds goal-based portfolios primarily using ETFs and mutual funds with an emphasis on risk management and coordinated planning (e.g., tax, estate, insurance). Clients get a clear roadmap with trackable goals via an online portal; primary custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
ERIC ROBERT DAHM
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5748102
- Ownership
- 75% or more
Robert Todd Fankhauser
Partner
- CRD
- #6716172
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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SCOTT Christopher ADLER
Advisor
- CRD
- #3141860
Troy Robert Duppenthaler
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- CRD
- #8052947
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,426,416 | $296,201 |
| Non-Discretionary | $4,654,706 | $1,551,569 |
| Total | $408,081,122 | $298,961 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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