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Graham Capital Wealth Management, LLC

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Client assets under management

$249,684,810

Clients

705

9% high-net worth

Advisors

7

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

101

High

Average account size

$354,163

About

Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and corporations. The firm reports managing approximately $251.2 million for about 705 clients and offers retirement-account advice and written or ad‑hoc financial planning engagements.

The advisor builds customized portfolios primarily using ETFs and bonds, while also employing low‑cost mutual funds and individual stocks when appropriate, and generally follows a long‑term orientation with the ability to buy, sell, or reallocate for rebalancing or client needs. Graham uses a mix of fundamental, technical, and cyclical analysis, conducts ongoing monitoring, and performs formal account reviews at least annually.

Graham is affiliated through common control with Regis Tax and Accounting, which provides accounting, tax planning, business consulting, and bookkeeping services the firm may recommend to clients, and certain advisory persons are licensed insurance professionals with Graham Capital Advisors and may receive commissions for insurance sales—relationships the brochure discloses as potential conflicts. The firm’s brochure discloses its AUM, states that it provides periodic reports on holdings and performance to clients, and describes an institutional relationship with Fidelity that supplies custody, trading, software, and research benefits.

Client services

Financial planning Portfolio management

Expertise

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

Up to 1.75% annually, fees may be negotiable

Other

Account minimum: $40,000

Main office location

Graham Capital Wealth Management, LLC

1120 Connecticut Ave. Nw, Suite 1021

Washington DC 20036, United States

Number of offices

3

Most active in

District of Columbia · Florida · Georgia · Louisiana · New Hampshire · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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