Grange Capital, LLC

RIASEC Registered
Total AUM
$217M
Discretionary
$217M
100% of AUM
Avg account
$292K
Accounts
745
Employees
6
Advisory reps
5

Firm details

Headquarters
Beaverton, Oregon
CRD number
131699
Registered since
February 5, 2021
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

FINTRX

Overview

Grange Capital, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves primarily individual and family clients and small businesses, offering financial planning and portfolio management. Its fees are charged as a percentage of assets under management and via hourly billing for advisory work. Grange is not positioned as a capital allocator and does not describe itself as an active ESG investor. Investment practice blends public funds and separately managed accounts with allocations to third-party alternative managers. The firm lists an industry affiliation as a real estate broker, which aligns with its use of real estate in alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 24%, Exchange Traded Equities 21%, US Government Bonds 14%, Other 7%, Private Funds 3%, State & Local Bonds 1%30%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents24%
  • Exchange Traded Equities21%
  • US Government Bonds14%
  • Other7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$69.5M in ETFs

Passive

95%

$66.1M

Active

0%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$10.4M125,50714.98%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth