Grange Capital, LLC logo

Grange Capital, LLC

Updated today

Client AUM

$205,245,466

Clients

259

Advisors

5

of 6 employees

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

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

Under $1,000,000 - $1,000,000: Maximum of 2.00% $1,000,000+: Maximum of 1.00%

Project-based

Up to $150 per hour for financial planning services

Other

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

Advisors at this firm

user avatar

Jeffrey S

Series 65, Series 66

Beaverton, OR

Grange Capital, LLC

Jeffrey Strode is a financial advisor at Grange Capital, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several mortgage firms, including Borrowsmart Mortgage, where he continues to work part-time as a licensed mortgage broker helping clients assess real estate loan options and manage the loan approval process. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach that incorporates fundamental analysis, strategic asset allocation, and both long-term and shorter-term strategies, supported by traditional research and AI tools.

Options & derivatives strategies Founder/Business Owner Executive
user avatar

Mitchel L

Series 63, Series 65

Beaverton, OR

Grange Capital, LLC

Mitchel Ludtke is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Grange Capital in 2022, he worked at Fidelity Brokerage Services and R/West. Grange Capital provides discretionary investment management and financial planning to individuals, pension plans, corporations, and charities. The firm’s approach combines diversified asset allocation, fundamental analysis, and the use of AI tools, with a focus on both long-term investments and tactical strategies including options and private real estate offerings.

Options & derivatives strategies Founder/Business Owner Executive
user avatar

Robert W

Series 65

Beaverton, OR

Grange Capital, LLC

Robert Warmkessel Jr. is a financial advisor with Grange Capital, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Grange Capital since 2016 and previously spent nine years at Sound Investment Management, Inc. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a diversified, multi-asset approach emphasizing fundamental analysis and strategic asset allocation, incorporating both long-term holdings and tactical trading strategies.

Options & derivatives strategies Founder/Business Owner Executive
user avatar

Michael K

Series 63, Series 65

Beaverton, OR

Grange Capital, LLC

Michael Keeton is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Grange Capital since 2004. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified asset allocation and fundamental analysis approach, supplemented by AI tools, and offers involvement with real-estate-focused private offerings alongside its team-based advisory services.

Options & derivatives strategies Founder/Business Owner Executive
user avatar

Soojin H

Series 63, Series 66

Beaverton, OR

Grange Capital, LLC

Soojin Hwang is a financial advisor with Grange Capital, LLC in Beaverton, OR, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Grange Capital in 2026, she worked at Fidelity Investments from 2017 to 2025 and served at the Fair Housing Council of Oregon from 2016 to 2017. Grange Capital provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified, multi-asset investment approach using fundamental analysis and strategic asset allocation, and it incorporates AI to supplement traditional research methods.

Options & derivatives strategies Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)