Range Financial Group, Llc
- Regulatory AUM
- $408M
- Discretionary
- $403M
- Clients
- 405
- Avg AUM / client
- $1.0M
- Accounts
- 1,365
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $107M | 26.2% |
| High net worth individuals | 130 | $296M | 72.5% |
| Pension and profit sharing plans | 3 | $4.7M | 1.14% |
| Charitable organizations | 1 | $850K | 0.21% |
| Corporations and other businesses | 1 | $57 | 0.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Robert Dahm | Managing Member & Cco | Nov 2017 (9y) | 75% or more | |
| Robert Todd Fankhauser | Member | CFP | Nov 2017 (9y) | 10% – 25% |
| Steven D Harpham | Registered representative | CFP | Mar 2020 (6y) | |
| Stephanie Danielle Thompson Buttice | Registered representative | CFP | Nov 2020 (6y) | |
| Scott Christopher Adler | Registered representative | Nov 2024 (2y) | ||
| Jeffrey Scott Kuest | Registered representative | CFP CFA | Apr 2025 (1y) | |
| Troy Robert Duppenthaler | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $353M (87% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗