# Jeffrey Strode

> Jeffrey Strode is a fee-only financial advisor at Grange Capital in Beaverton, Oregon. Jeffrey charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/jeffrey-strode/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Grange Capital
- **Based in:** Beaverton, Oregon
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $217.2M across 745 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Physicians & residents
- **Works with:** Physicians, Founders, Multi-generational families
- **CRD:** 7621068 (https://adviserinfo.sec.gov/individual/summary/7621068)
- **SEC registration:** Investment adviser representative in CA, OR, TX, WA
- **Exams passed:** Series 65 (2022), Series 66 (2022)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.grangecapital.com

## Frequently asked questions

### Is Jeffrey Strode a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Grange Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### Does Jeffrey work with clients virtually?

Yes. Grange Capital says on its website that it works with clients remotely.

### Where is Jeffrey Strode based?

Jeffrey Strode is based in Beaverton, Oregon.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, small business owners and physicians & residents. Jeffrey works with physicians, founders and multi-generational families.

### Is Jeffrey Strode registered with the SEC?

Yes. Jeffrey Strode is registered as an investment adviser representative in CA, OR, TX and WA (CRD 7621068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grange Capital manage?

Grange Capital reports $217.2M across 745 accounts in assets under management.

### How do I contact Jeffrey Strode?

Through Jeffrey's website, www.grangecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7621068): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.grangecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.