Grange Capital, LLC
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 131699
- Registered since
- February 5, 2021
- Website
- www.grangecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.36%
- Individuals17.13%
- Corporations / Businesses4.56%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grange Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves individuals and families, providing financial planning and discretionary portfolio management for retail clients and small-business owners. Ownership is held by an individual rather than a corporate parent, and the adviser charges a combination of percentage-of-assets and hourly fees. The firm does not position itself as an institutional capital allocator and is not an active ESG investor. Regulatory filings also indicate a real estate broker affiliation, which may inform how the firm sources or evaluates property-related opportunities on behalf of clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents24%
- Exchange Traded Equities21%
- US Government Bonds14%
- Other7%
Owners & executives
1 of 1
Robert Warmkessel
Chief Compliance Officer & Investment AdvisorCRD 5566459
Contacts
3 of 3Jeffrey Strode
Investment Advisor RepresentativeCRD 7621068
Michael Keeton
Principal & Investment AdvisorCRD 1409084
Mitchel Ludtke
Investment AdvisorCRD 6770637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$70.7M in ETFs
98%
$69.2M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $9.2M | 109,676 | 13.00% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6600 Sw 105th Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Defined Wealth Management, LLC
RIABeaverton, OR
ROI Financial
RIABeaverton, OR
Physician Family Financial Advisors Inc
RIABeaverton, OR
Capitol Family Office, Inc.
RIABeaverton, OR
Samara Capital
RIABeaverton, OR
Main Avenue Financial Services, LLC
RIABeaverton, OR