Grange Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grange Capital provides discretionary investment management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, and charitable organizations. The firm is organized as a small team of four advisors and manages roughly $217 million across about 259 client accounts.
The firm follows a diversified, multi-asset approach grounded in fundamental analysis and strategic asset allocation, with a preference for long-term holdings while also employing shorter-term trades, options, short sales, and margin when appropriate. Research and portfolio decisions draw on mutual funds, ETFs, individual equities and fixed income, and Grange supplements traditional research with AI as a supplemental information source.
Distinctive for a team firm, Grange maintains real-estate–related capabilities: a supervised person is a licensed mortgage broker who may provide mortgage services to clients (the firm discloses it does not receive payments from that business), and the firm offers private, non-traded real estate partnerships and private placements for accredited investors with ongoing due diligence. These real-estate affiliations and in-house mortgage capacity, together with explicit policies for disclosing related-party referrals, are not common among peers in this advisor category.
Client services
Expertise
Occupation focus
Fee options
Under $1,000,000 - $1,000,000: Maximum of 2.00% $1,000,000+: Maximum of 1.00%
Up to $150 per hour for financial planning services
Account minimum: $500,000
Main office
6600 SW 105th Ave, Suite 220
Beaverton OR 97008
Advisors at this office
5
Most active in
California · Idaho · New Hampshire · Oregon · Texas · Washington
Also doing business as
Elk Rock Capital Limited Partnership · Grange Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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