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Open Range Financial Group, LLC (Houston)


Open Range Financial Group, LLC is an adviser based in Houston. It manages $46.64 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.

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Open Range Financial Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Open Range Financial Group: assets under management

The assets under management (AUM) of Open Range Financial Group, LLC is $46.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Open Range Financial Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Open Range Financial Group, LLC performs its advisory services is located at 325 Heights Blvd., Houston, TX 77007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-706-3753 or by fax 713-861-6800. The normal business hours are m - th: 8:00am - 5:00pm, fri 8:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at openrangefg.com.


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