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David John Graham

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC·WASHINGTON, D.C., District of Columbia
Clean recordGRAHAM CAPITAL WEALTH MANAGEMENT, LLC
1701 K STREET NW, WASHINGTON, D.C., DC 20006CRD# 1500702Firm CRD# 281772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David John Graham · WASHINGTON, D.C., DC
Registration
CRD #1500702 · GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David John Graham is a registered financial advisor based in WASHINGTON, D.C., District of Columbia, affiliated with GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
AUM
$196M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GRAHAM CAPITAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1500702
Firm CRD# 281772
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David John Graham offer?
David John 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 David John Graham's credentials?
David John Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Graham located?
David John 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 David John Graham charge for services?
David John 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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Other Advisors at GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Alex Joseph Graham
WASHINGTON, D.C., DC

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Browse by Specialty

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