GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

1701 K Street Nw
Suite 801
Washington, D.c., District of Columbia 20006
Tel: 202-780-7726

About GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The firm was established in 04/18/2019. They have over 3 offices throughout the country.

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC is a Washington, D.c., District of Columbia based Financial Planning firm with nearly $195,720,000 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281772
SEC#	801-115029
Assets Managed by Firm	$195,720,000
No. of Clients	1115
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$195,720,000
Individuals (other than high net worth individuals)	1072	$126,818,577
High net worth individuals	43	$68,901,423

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