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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $892.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOEL TRACY GRAHAM
Chief Compliance Officer, Founder, President
- CRD
- #2556229
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,244,749 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,244,749 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Graham Financial has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.