SourcingSourcing

GRANGE CAPITAL, LLC

B55
CRD 131699·SEC 801-120271·BEAVERTON, OR
AUM
$217.2M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$652K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANGE CAPITAL, LLC
CRD
131699
SEC file #
801-120271
EIN
200588695
DBA names
—

Economics

AUM
$217.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$110.3M → $217.2M▲ +97%
Client mix
Individuals Other143
Individuals High Net Worth116

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
4 advisors → 5 advisors▲ +25%
Primary office
BEAVERTON OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
linkedin.com/company/grange-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEETON, MICHAEL, BRENT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KEETON, MICHAEL, BRENT
WARMKESSEL, ROBERT, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:grange.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002048387
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-01-21
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001941040-26-000275

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
6600 SW 105TH AVESUITE 220BEAVERTON, OR 97008
Business
6600 SW 105TH AVESUITE 220BEAVERTON, OR 97008
Edgar EIN
200588695
Edgar Recent Filings
13F-HR2026-04-28 · 0001941040-26-000275
13F-HR2026-02-03 · 0001941040-26-000067
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1409084
Trust Company Affiliate
No

People (4)

4
KEETON, MICHAEL, BRENT
IAR · Direct Owner · 62.5%
1409084
WARMKESSEL, ROBERT, MICHAEL
IAR · Direct Owner · 37.5%
5566459
MITCHEL LLOYD BREHM LUDTKE
IAR
6770637
Jeffrey Loren Strode
IAR
7621068