A complete list of active advisors currently associated with Graham & Co. Advisory, Inc.
Warmer can help you find a great advisor at Graham & Co. Advisory, Inc. or one who fits your needs even better.
Graham & Co. Advisory is a state-registered investment adviser that provides personalized investment supervisory (asset management) services to individuals, trusts, estates, corporations, and small businesses. As of 12/31/2025 the firm reported managing about $21.4 million across roughly 15 discretionary client accounts. The firm structures relationships around individualized investment policy statements and written discretionary agreements, monitoring accounts frequently with at least quarterly reviews and using a mix of fundamental, technical, charting, and cyclical analysis. Depending on client objectives and suitability, strategies may include long- and short-term equity holdings, fixed income, options, margin, and other trading approaches; custodial and trade execution services are provided through third-party clearing and custody arrangements. What distinguishes this firm from many solo independent advisers is its affiliation with a broker-dealer and related entities: clients are required to use the affiliated broker-dealer for brokerage services, and the affiliate offers brokerage and insurance products and may receive transactional compensation. The brochure discloses this arrangement and associated potential conflicts of interest (including past regulatory and arbitration matters involving the affiliate), which the adviser notes in client disclosure materials.
To learn more about the advisors currently working at Graham & Co. Advisory, Inc., 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 |
|---|---|---|
Orange, CA
| 31
|
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