GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 281772
- Registered since
- April 18, 2019
- Website
- www.grahamcapitalwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.8%
- HNWI33.58%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Graham Capital Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm manages client portfolios on a fee basis (percentage of assets under management) and focuses its advisory services on financial planning and portfolio management for individuals, families and small businesses; it also serves institutional clients. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor. Industry relationships include referrals or affiliations with an accounting firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Non-Investment Grade Corp Bonds15%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1Alex Graham
Vice President and Chief Compliance OfficerCRD 6577925
Contacts
3 of 6STIMSON SCHANTZ
Director, SolicitorCRD 7902319
MICHAEL BERKHAHN
Vice PresidentCRD 5794391
STASH GRAHAM
Managing DirectorCRD 5630101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$20.4M in ETFs
93%
$19M
7%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT) | Invesco | Passive | Technology | $6.8M | 150,424 | 33.45% |
Location
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1120 Connecticut Ave NW
- Time zone
- ET (UTC-5)
- Office locations
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