Graham Financial

Overview

Graham Financial is a small, independent registered investment adviser serving individual and family clients with a focus on equity-based portfolio management and financial planning. The firm runs primarily discretionary mandates, concentrating client capital in exchange-traded equities while offering fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements. Advisory services are centered on personalized financial planning and portfolio management for individuals and small businesses rather than institutional pension consulting or multi-state retail distribution. The firm’s investment posture favors liquid, publicly traded equities as the primary building blocks of client portfolios. That equity-first orientation is complemented by allocations to mutual funds for specific exposures and stated use of third-party hedge fund managers where applicable, suggesting a willingness to layer alternative strategies for diversification or risk management when appropriate.

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Public Holdings

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Location & Offices