Graham Capital Wealth Management, LLC
● SEC registered since 2019CRD 281772SEC# 801-115029Washington, DC
Reg. AUM
$251.2M
Employees
8
Accounts
1,251
Location
Washington, DC
Graham Capital Wealth Management, LLC assets under management
Graham Capital Wealth Management, LLC is an SEC-registered investment adviser based in Washington, DC. The firm has been registered since 2019. It reports $251.2 million in regulatory assets under management and employs 8 people.
Graham Capital Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Joseph Graham Control | Contractor | Under 5% | 2016 |
| Ssa Holding Company, LLC Control | Sole Member Of Graham Capital Wealth Management, Llc | Over 75% | 2015 |
| Stash John Graham Control | Managing Member And Chief Compliance Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Graham Capital Wealth Management, LLC manage?
Graham Capital Wealth Management, LLC reports $251.2 million in regulatory assets under management on its Form ADV.
How many employees does Graham Capital Wealth Management, LLC have?
Graham Capital Wealth Management, LLC reports 8 employees.
Where is Graham Capital Wealth Management, LLC located?
Graham Capital Wealth Management, LLC is based in Washington, DC and has been SEC-registered since 2019.
Does Graham Capital Wealth Management, LLC disclose fund performance?
Graham Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 Connecticut Ave. NW, Suite 1021, Washington, DC 20036 |
| Phone | 202-780-7726 |
| Fax | (202) 836-7732 |
| Office hours | 9:00a.m. To 5:00p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1907528 |
| Discloses disciplinary history | No |
Regulatory AUM
$251.2M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$251.2Mregulatory AUM
Discretionary $251.2M