CRD: 281772
Graham Capital Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2015
- Office Locations
- 3
Office Locations
About Graham Capital Wealth Management, LLC
Graham Capital Wealth Management is a Washington, DC-based RIA providing fiduciary wealth and investment management for high net-worth families, foundations, and pension plans. The team builds portfolios with heavy use of ETFs alongside public equity and fixed-income exposures, and supports planning around client objectives and risk. Publishes regular investor reports and quarterly market webinars; custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alex Joseph Graham
Investment Advisor
- CRD
- #6577925
- Ownership
- Less than 5%
STASH JOHN GRAHAM
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5630101
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Justin Francis Bass
--
- CRD
- #8134221
MICHAEL SULLIVAN BERKHAHN
Advisor
- CRD
- #5794391
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,227,810 | $200,822 |
| Non-Discretionary | $0 | -- |
| Total | $251,227,810 | $200,822 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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