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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

CRD 281772File 801-115029
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$251.2M
Below cohort median (national)
Discretionary AUM
$251.2M
Clients
710
1,251 accounts
Employees
8
Bottom 25% of cohort in DC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Apr 18, 2019
Principal office
1120 CONNECTICUT AVE. NW, SUITE 1021, WASHINGTON, DC, 20036
Phone
202-780-7726

Assets & accounts

ADV Item 5F
Total regulatory AUM
$251.2M
Discretionary AUM
$251.2M
Non-discretionary AUM
$0
Discretionary accounts
1,251
Non-discretionary accounts
0
Total accounts
1,251
AUM per client
$354K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$1.5M
High net worth individuals62$84.4M
Individuals (other than high net worth individuals)643$165.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.