$217.2M Total AUM
$216.9M Disc. AUM
13.5% 3Y CAGR
6 Employees
259 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ZenithElement radial
- Established Date
- 12-01-2004
- Office Locations
- 1
Office Locations
6600 SW 105th AVE, Suite 220 Beaverton OR
About Grange Capital, LLC
Grange Capital, LLC is a Beaverton-based RIA. The firm has been operating for 21 years. Managing $217.2M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$43.4M AVG AUM / ADVISOR
$838.7K AVG AUM / CLIENT
10 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Summit Pathway radial Horizon value Oak ember
Client Personas
Radial Vector radial
Custodian
Harbor prime Vital Crest Pioneer Zenith
Investment Themes
Crest wave Bridge north Meridian
Investment Vehicles
Timber Zenith
Platform
Beacon
Services
Unison meridian Signal alpha Catalyst Pioneer matrix Focus Foundation vital Ember Foundation summit
Technology
Summit Optima focus
Owner & Executives
M
MICHAEL BRENT KEETON
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #1409084
- Ownership
- 50% but less than 75%
(323) 783-8171
bridge.meridian@capitalcapital.com
in linkedin.com/in/harbor-beacon
ROBERT MICHAEL WARMKESSEL JR.
Chief Compliance Officer, INVESTMENT ADVISOR, PRINCIPAL
- CRD
- #5566459
- Ownership
- 25% but less than 50%
(902) 525-1176
radial.timber@frontiercapital.com
in linkedin.com/in/element-focus
Showing 2 of 2 owners & executives
Unlock allContacts
MITCHEL LLOYD BREHM LUDTKE
Investment Consultant
- CRD
- #6770637
(921) 623-5023
frontier.radial@unisoncapital.com
in linkedin.com/in/wave-vertex
Jeffrey Loren Strode
--
- CRD
- #7621068
(940) 495-1519
legacy.foundation@signalcapital.com
in linkedin.com/in/harbor-horizon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,898,700 | $293,503 |
| Non-Discretionary | $313,046 | $52,174 |
| Total | $217,211,746 | $291,559 |
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Separately Managed Accounts
Total SMA Asset: $217,211,746
Public Funds:
15.5% Cash:
9.4% Equity - Exchange:
11.9% U.S. Government/Agency:
11.5% Other:
14.5% Private Funds:
23.1% Municipal Bonds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,387,626,362 | 15.5% |
| Cash | $841,528,246 | 9.4% |
| Equity - Exchange | $1,065,338,949 | 11.9% |
| U.S. Government/Agency | $1,029,529,237 | 11.5% |
| Other | $1,298,102,081 | 14.5% |
| Private Funds | $2,068,010,901 | 23.1% |
| Municipal Bonds | $1,262,292,368 | 14.1% |
| Total | $8,952,428,144 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM INSIGHT OAK | INSIGHT PRIME | GUDK7NROB | SBDOZ | 3.61% | $49,878,493 |
| FOCUS PATHWAY | TIMBER FOCUS | 6SDARWJOI | PTEV | 8.37% | $10,858,956 |
| GLACIER NORTH | NORTH MOMENTUM | 66CSHJGR8 | HBJTK | 11.61% | $84,574,500 |
| MERIDIAN DELTA | MERIDIAN LEGACY | Z7XJDN4MD | YSLT | 8.05% | $70,135,001 |
| EMBER HARBOR | TIMBER PRIME | 2KGN9BGCZ | GRP | 5.14% | $105,349,289 |
| MOMENTUM CAPITAL EMBER | GLACIER QUANTUM | KV8FVQYV5 | IONH | 10.76% | $33,038,199 |
| VERTEX PRIME | BRIDGE BRIDGE | N3F8NQBIN | DPTS | 12.56% | $84,632,685 |
| EAGLE HORIZON NORTH | PIONEER PRIME | QTAT6YDWN | JPRS | 1.35% | $15,667,142 |