GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Latest filing: May 13, 2025 (57 days ago)
View on IAPD
Adviser Website

AUM

$225,860,597
15% change vs. 1 year ago
55% change vs. 3 years ago
74% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

7
17% change vs. 1 year ago
17% change vs. 3 years ago
40% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

WASHINGTON, DC
1120 CONNECTICUT AVE. NW, WASHINGTON, DC, UNITED STATES, 20036

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 562 $0.1
Average Individual AUM $259,801
HNW 48 $0.1
Average HNW AUM $1,635,419
Retail Total 610 $0.2
Average Retail AUM $368,046

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY BROKERAGE SERVICES LLC SMITHFIELD-RI-USA $0.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 59% $0.1
Equity Non-Exch 6% $0.0
Govt Agency 3% $0.0
Municipal 2% $0.0
Sovereign 0% $0.0
IG Credit 16% $0.0
HY Credit 2% $0.0
Derivatives 0% $0.0
Investment Companies 2% $0.0
Other Pools 0% $0.0
Cash 10% $0.0
Other 0% $0.0
Total 100% $0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
REGIS TAX AND ACCOUNTING, LLC $0.0 accountancy -
GRAHAM CAPITAL ADVISORS, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
GRAHAM, STASH, JOHN MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, MEMBER AND MANAGER
GRAHAM, DAVID, JOHN MEMBER AND MANAGER
GRAHAM, ALEX, JOSEPH MANAGING DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

6 active representatives found

Name City State Exams Designations
ALEX GRAHAM WASHINGTON, D.C. DC S65|2015-12-29
JOHN DARBY WASHINGTON, D.C. DC S65|2021-09-17
STIMSON SCHANTZ WASHINGTON, D.C. DC S65|2024-02-26
STASH GRAHAM WASHINGTON, D.C. DC S63|2009-04-24|S65|2015-11-18
MICHAEL BERKHAHN WASHINGTON, D.C. DC S65|2016-10-28
MEAGHAN WHEELER WASHINGTON, D.C. DC S65|2021-08-18

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.2 $0.0 0% 7 0 0%
2025-04-21 $0.2 $0.0 0% 7 0 0%
2024-04-02 $0.2 $0.0 15% 6 1 17%
2023-04-04 $0.2 $0.1 34% 6 1 17%
2022-04-01 $0.1 $0.1 55% 6 1 17%
2021-04-05 $0.1 $0.1 69% 5 2 40%
2020-04-01 $0.1 $0.1 74% 5 2 40%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
DC, DC-04/18/2019, FL-04/18/2019, GA-01/07/2025, LA-05/03/2021, NC-11/15/2024, NH-11/08/2021, TX-04/18/2019
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV