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Alex Joseph Graham

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC·WASHINGTON, D.C., District of Columbia
Series 65Clean record10 years registeredGRAHAM CAPITAL WEALTH MANAGEMENT, LLC
1701 K STREET NW, WASHINGTON, D.C., DC 20006CRD# 6577925Firm CRD# 281772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alex Joseph Graham · WASHINGTON, D.C., DC
Registration
CRD #6577925 · GRAHAM CAPITAL WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Jan 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 27, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRD 281772 · SEC 801-115029
AUM
$196M
Regulatory assets under management
Employees
6
1,115 client accounts
Services offered by GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRAHAM CAPITAL WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Alex Joseph Graham offer?
Alex Joseph Graham specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WASHINGTON, D.C., District of Columbia for a consultation.
What are Alex Joseph Graham's credentials?
Alex Joseph Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Joseph Graham located?
Alex Joseph Graham is based in WASHINGTON, D.C., District of Columbia, working with GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. Their office serves clients in the WASHINGTON, D.C. metropolitan area and surrounding communities.
How does Alex Joseph Graham charge for services?
Alex Joseph Graham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC?
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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