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GRANGE CAPITAL, LLC

BEAVERTON, OR · CRD 131699 · IAPD ↗ · 971 708 6659

$217.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — GRANGE CAPITAL, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2025 — GRANGE CAPITAL, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — GRANGE CAPITAL, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — GRANGE CAPITAL, LLC reported RAUM up 32% ($128.8M -> $170.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.