# Grange Capital, LLC

> Grange Capital, LLC is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 131699
- Filed as: GRANGE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131699
- AdvisorCensus page: https://advisorcensus.com/firm/grange-capital-llc-beaverton-or-131699

## Quick answers

**How is Grange Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grange Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Grange Capital, LLC located?**
Grange Capital, LLC's principal office is in Beaverton, OR, according to its Form ADV.

**Is Grange Capital, LLC registered with the SEC or a state?**
Grange Capital, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 131699.

**How much does Grange Capital, LLC manage?**
Grange Capital, LLC reports $217,211,746 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Grange Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Grange Capital, LLC: Regulatory assets under management: $110,314,000 in the October 2021 data and $217,211,746 in the October 2026 data, up 97%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grange Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (116).

**Which custodians does Grange Capital, LLC use?**
Grange Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Grange Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131699

**Does Grange Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Grange has a $500,000 account minimum. Under certain circumstances fees and account minimums may be negotiated at the advisor’s discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Grange has a $500,000 account minimum. Under certain circumstances fees and account minimums may be negotiated at the advisor’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $217,211,746
- Discretionary: $216,898,700
- Non-discretionary: $313,046

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $37,208,477 |
| High net worth individuals | 116 | $168,036,989 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,067,846 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $9,898,434 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grangecapital.com
- Facebook @grangecapital
- LinkedIn @grange-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,314,000 | 4 | May 25, 2021 |
| October 2022 | $139,575,000 | 4 | September 9, 2022 |
| October 2023 | $128,831,000 | 7 | August 17, 2023 |
| October 2024 | $170,641,000 | 7 | March 3, 2024 |
| October 2025 | $199,108,866 | 6 | March 11, 2025 |
| October 2026 | $217,211,746 | 6 | March 10, 2026 |

Regulatory assets under management: $110,314,000 in the October 2021 data and $217,211,746 in the October 2026 data, up 97%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grange Capital, LLC (CRD 131699): Form ADV filing data as of October 2026.