A complete list of active advisors currently associated with Graham Capital Wealth Management, LLC
Warmer can help you find a great advisor at Graham Capital Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Graham Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 0
| |
Washington, DC
| 9
| |
Sarasota, FL
| 4
| |
Washington, DC
| 10
| |
Washington, DC
| 10
| |
Sarasota, FL
| 2
| |
Washington, DC
| 0
|
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