Advisors at this firm
Alex G
Series 65
Washington, DC
Graham Capital Wealth Management, LLC
Alex Graham is a financial advisor at Graham Capital Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at various entities within the Graham Capital group since 2015. Outside of his advisory role, he is president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm. Graham Capital Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives.
Justin B
Series 65
Washington, DC
Graham Capital Wealth Management, LLC
Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC in Washington, DC. He holds a Series 65 designation and has recently transitioned from a diverse career background including service in the United States Marine Corps and roles in various industries such as distribution and hospitality. Outside of advisory work, he has experience managing a business called Splash Zone. Graham Capital Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios tailored to client objectives.
John D
Series 65
Sarasota, FL
Graham Capital Wealth Management, LLC
John Darby is a financial advisor at Graham Capital Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Northwestern Mutual and Brookdale. Outside of advisory work, he is involved in insurance sales. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach, using fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives.
Michael B
Series 65
Washington, DC
Graham Capital Wealth Management, LLC
Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC with nine years of industry experience. He has held his current role since 2016 and previously worked at Citigroup Inc. from 2012 to 2016. He holds a Series 65 designation. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives.
Raisa S
Series 65
Washington, DC
Graham Capital Wealth Management, LLC
Raisa Siddique is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. She has been in the industry since 2025 and previously worked at Global Arena, LLC, The Palladium Group, and Mobile Medical Care Inc. Raisa attended American University from 2020 to 2024. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm emphasizes a long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client objectives.
Stimson S
Series 65
Sarasota, FL
Graham Capital Wealth Management, LLC
Stimson Schantz is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the New York Eye and Ear Infirmary for 20 years before transitioning into financial services. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios and offers regular monitoring and reporting to clients.
Stash G
Series 63, Series 65
Washington, DC
Graham Capital Wealth Management, LLC
Stash Graham is a financial advisor with Graham Capital Wealth Management, LLC in Washington, DC, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Graham Capital Wealth Management since 2015. Graham also works as an independent insurance agent. Graham Capital Wealth Management provides discretionary wealth management and financial planning services for individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is primarily long-term, combining fundamental, technical, and cyclical analysis to construct diversified portfolios, with ongoing monitoring and periodic reporting to clients.