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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRD 281772 · SEC 801-115029
1120 CONNECTICUT AVE. NW, SUITE 1021, WASHINGTON, DC, 20036, United States
Phone
202-780-7726
Fax
(202) 836-7732
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.2M
Discretionary AUM
$251.2M
Team
8 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 643 | $165.3M |
| High net worth individuals | 62 | $84.4M |
| Corporations/business entities | 5 | $1.5M |
States served
DC, GA, LA, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD