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Grange Capital, LLC (Portland)


Grange Capital, LLC is an adviser based in Portland. It manages $55 million of regulatory assets for 326 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, New Hampshire, Oregon, Texas, and Washington.

Grange Capital provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grange Capital: assets under management

The assets under management (AUM) of Grange Capital, LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Grange Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Grange Capital, LLC performs its advisory services is located at 11850 Sw 67 Th Ave., Portland, OR 97223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503 639-3001 or by fax 503 639-3060. The normal business hours are 6:30-4:00 on Monday - Friday.


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