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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalWave ridge
- Established Date
- 05-24-2010
- Office Locations
- 1
Office Locations
About Graf Financial, L.l.c.
Graf Financial, L.L.C. is a Baton Rouge-based RIA providing transparent financial consulting and portfolio management for individuals as well as retirement plans, corporations, and trusts, including guidance during life transitions like divorce and widowhood. The firm uses independent analysis and values-based investing to build individualized, easy-to-understand portfolios, emphasizing long-term compounding, equity ownership, and margin of safety. Portfolios are ETF-centric and custodied at Charles Schwab.
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Owner & Executives
HELEN EILEEN GRAF
Certified Financial Planner, Managing Member
- CRD
- #1374761
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,534,531 | -- |
| Non-Discretionary | $747,711 | -- |
| Total | $80,282,242 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,282,242
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $108,272,612 | 8.5% |
| Cash | $413,983,515 | 32.5% |
| Corporate - Investment Grade | $364,305,493 | 28.6% |
| Municipal Bonds | $387,233,811 | 30.4% |
| Total | $1,273,795,431 | 100.0% |