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B.b. Graham & Company, Inc.

B.b. Graham & Company, Inc.. CRD 41533

B.b. Graham & Company, Inc. logo

CRD: 41533

B.b. Graham & Company, Inc.

Orange, CA, 92867
7146285200
bbgraham.com
$321.7M Total AUM
$176.6M Disc. AUM
0.0% 3Y CAGR
32 Employees
427 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
RBC
Clients
Retail
Platforms
NorthHorizon crest +more
Established Date
05-01-1997
Office Locations
28

Office Locations

111 E. Fourth St. Suite 100 Alton IL
1700 NEW ERA Road Carbondale IL
1700 W. Katella Ave. Orange CA

About B.b. Graham & Company, Inc.

B.B. Graham & Co., Inc. is a broker/dealer and investment advisory firm focused on supporting independent financial advisors. The platform offers multiple affiliation models including commission, fee-based advisory, and hybrid arrangements, plus insurance and securities capabilities. Investment activity skews heavily to ETFs, and the firm lists RBC as a custodian.

Team overview

48 AVG AGE
$10.1M AVG AUM / ADVISOR
$753.3K AVG AUM / CLIENT
8 yrs AVG TENURE
32 Employees
32 Advisory Reps
28 RIA Reps
28yrs Firm Age

Insights

Premium access reveals conviction themes in zenith fusion.
Request access to benchmark trends tied to ridge.
Full visibility includes strategy notes for value vertex.
Upgrade to reveal position-level detail across oak insight.
Unlock to compare peer behavior around value vector.
Full visibility includes strategy notes for frontier momentum summit.
Unlock to compare peer behavior around timber wave.
Premium access reveals conviction themes in quantum oak frontier.

Asset Classes

Pioneer foundation Beacon Glacier

Custodian

Catalyst frontier Oak Meridian timber Pathway zenith Focus

Investment Themes

Glacier delta Prime momentum

Investment Vehicles

Harbor atlas

Services

Optima Alpha Peak vector Ridge focus Optima Quantum beacon Ember prime Ember

Technology

Glacier Prime vertex Atlas vector

Owner & Executives

BRUCE EDWIN GRAHAM

BRUCE EDWIN GRAHAM

Chief Executive Officer, Chief Financial Officer, Finop, President

CRD
#2563258
Ownership
75% or more
(398) 803-3654
catalyst.prime@northcapital.com
in linkedin.com/in/wave-atlas
J

JOHN WAYNE BETTFREUND JR

Chief Compliance Officer

CRD
#1448436
Ownership
Less than 5%
(837) 819-4532
radial.capital@primecapital.com
in linkedin.com/in/summit-signal
E

Eagle atlas

Delta harbor

CRD
#21899
Ownership
21.1%
(954) 977-3873
meridian.value@legacycapital.com
in linkedin.com/in/insight-meridian

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Contacts

D

DAVID FERRIS ABOUD

Broker, Chief Financial Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT

CRD
#1545223
(304) 662-1131
beacon.value@vertexcapital.com
in linkedin.com/in/delta-peak
S

SHARON KAYE ADAMS

--

CRD
#1180907
(887) 694-2419
atlas.summit@momentumcapital.com
in linkedin.com/in/momentum-ridge
H

Horizon vertex

Atlas insight ridge

CRD
#23953
(632) 233-9526
timber.vertex@zenithcapital.com
in linkedin.com/in/peak-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-06-2022
08-07-2023
12-18-2024
11-13-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $176,584,090 $764,433
Non-Discretionary $145,066,282 $740,134
Total $321,650,372 $753,280

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Separately Managed Accounts

Total SMA Asset: $321,650,372

$321.7M Total SMA
Equity - Exchange:
28.6%
Public Funds:
33.9%
Cash:
14.1%
Corporate - Investment Grade:
23.4%
Asset class Assets Assets %
Equity - Exchange $2,567,308,266 28.6%
Public Funds $3,043,068,189 33.9%
Cash $1,265,700,928 14.1%
Corporate - Investment Grade $2,100,524,945 23.4%
Total $8,976,602,328 100.0%

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