{"url":"https://nivawealth.com/firms/grange-capital-131699","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131699","regulatoryAum":217211746,"crd":"131699","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6794921","suffix":null,"lastName":"HWANG","firstName":"SOOJIN","middleName":null},{"crd":"1409084","suffix":null,"lastName":"KEETON","firstName":"MICHAEL","middleName":"BRENT"},{"crd":"6770637","suffix":null,"lastName":"LUDTKE","firstName":"MITCHEL","middleName":"LLOYD 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They include 143 individual clients and 116 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Grange Capital offer?","answer":"Grange Capital provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Grange Capital charge?","answer":"Grange Capital charges up to 2.00% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"GRANGE CAPITAL, LLC ADV 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Grange Capital use?","answer":"Grange Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $139M and Fidelity Brokerage Services LLC (Boston, MA), with $65.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Grange Capital have?","answer":"Grange Capital has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Grange Capital invest in?","answer":"At the end of its last fiscal year, Grange Capital’s separately managed accounts held 30% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 21% exchange-traded equities, 14% U.S. government and agency bonds, 7% other, 3% pooled vehicles (private funds and similar) and 1% state and local bonds. The 7% other category is described as: Private Placements,private Partnership Or LLC.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Grange Capital have a minimum investment?","answer":"Yes, Grange Capital’s minimum account size for its Investment management fees is $500K.","source":"GRANGE CAPITAL, LLC ADV 2A, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Grange Capital?","answer":"Grange Capital’s direct owners are Michael Keeton (50% to 75%) and Robert Warmkessel (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Grange Capital get paid?","answer":"Grange Capital is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Grange Capital registered with the SEC?","answer":"Yes, Grange Capital has been registered with the SEC as an investment adviser since 5 February 2021. Its CRD number is 131699 and its SEC file number is 801-120271.","source":"Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Grange Capital?","answer":"Grange Capital’s main office is at 6600 SW 105th Ave,, Suite 220, Beaverton, OR 97008. Its phone number is 971-708-6659. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}