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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
WASHINGTON, D.C., District of Columbia
·
2 registered advisors
·
CRD# 281772
SEC# 801-115029
2
202-780-7726
01
Firm Overview
AUM
$196M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
2 registered advisors
Alex Joseph Graham
WASHINGTON, D.C., District of Columbia
CRD# 6577925
David John Graham
WASHINGTON, D.C., District of Columbia
CRD# 1500702
05
Office Locations
WASHINGTON, D.C., District of Columbia
2 advisors
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Data sourced from SEC Form ADV filings. GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (CRD# 281772) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.