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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2020
- Office Locations
- 1
Office Locations
About Graham Financial
Graham Financial is a boutique RIA led by Tracy Graham, blending 30+ years of financial and pastoral experience. The firm helps families and entrepreneurs integrate faith values and family dynamics into financial planning, estate and charitable strategies, with optional hands-on investment management. Portfolios are ETF-centric, and the practice uses a flat retainer model (plus optional investment fee) and works with custodians such as Schwab.
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Investment Themes
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Owner & Executives
JOEL TRACY GRAHAM
Chief Compliance Officer, Founder, President
- CRD
- #2556229
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,244,749 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,244,749 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,244,749
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,790,315,243 | 43.8% |
| Cash | $2,297,162,481 | 56.2% |
| Total | $4,087,477,724 | 100.0% |