Grange Capital, LLC logo

Grange Capital, LLC

Updated today

Client assets under management

$205,245,466

Clients

259

45% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

65

High

Average account size

$792,454

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

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 location

Grange Capital, LLC

6600 Sw 105 Th Ave,, Suite 220

Beaverton OR 97008, United States

Number of offices

1

Most active in

California · Idaho · New Hampshire · Oregon · Texas · Washington

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 Series 65 and Series 66 licenses and three years of industry experience. He has worked in mortgage advisory roles at several firms, including part-time work as a licensed mortgage broker with Borrowsmart Mortgage. Grange Capital, LLC provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified investment approach that includes fundamental analysis, AI-assisted research, and real-estate-focused private offerings within a team-based model.

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 is a financial advisor at Grange Capital, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Grange Capital since 2016, following nearly a decade at Sound Investment Management, Inc. Grange Capital, LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a diversified investment approach combining fundamental analysis, AI-assisted research, and real-estate-focused private offerings within a team-based model managing approximately $197.7 million in discretionary assets.

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
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")