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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 Graham Capital Wealth Management since 2015. In addition to his advisory role, he serves as president of Graham Capital Advisors LLC, an insurance-focused and estate planning firm, where he manages employees, technology, and accounting functions. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, utilizing a combination of ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach supported by fundamental, technical, and cyclical analysis.

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

Series 65

Washington, DC

Graham Capital Wealth Management, LLC

Justin Bass is a financial advisor at Graham Capital Wealth Management, LLC with a Series 65 designation. He joined the firm in 2025 and previously served in the United States Marine Corps from 2017 to 2021. Outside of finance, he has experience working at Splash Zone and The Giant Company. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $251.2 million and employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using ETFs, bonds, mutual funds, and individual stocks, with ongoing monitoring and formal annual reviews.

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

Series 65

Washington, DC

Graham Capital Wealth Management, LLC

Michael Berkhahn is a financial advisor at Graham Capital Wealth Management, LLC, holding a Series 65 credential with nine years of industry experience. He has been with Graham Capital Wealth Management since 2016. Graham Capital Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

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

Series 65

Washington, DC

Graham Capital Wealth Management, LLC

Raisa Siddique is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Global Arena, LLC, The Palladium Group, Mobile Medical Care Inc., and American University. Graham Capital Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million for about 705 clients and employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach.

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