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RAND GROUP FINANCIAL LLC

Advisory

WY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in WY

#36

of 42 advisers by AUM

Average account

$1M

across 57 accounts

AUM per adviser

$80M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

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$81M

BOOTPACK FINANCIAL PARTNERS, LLC

$83M

OAK STREET ADVISORY GROUP, LLC

$85M

GALLATIN WEALTH MANAGEMENT LLC

$68M

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