A complete list of active advisors currently associated with Grange Capital, LLC

Warmer can help you find a great advisor at Grange Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Grange Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.