WASHINGTON, DCCRD 281772Latest ADV February 10, 2026
Graham Capital Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated February 10, 2026, reports $251M in regulatory assets under management, 8 employees, 2 offices, and 1,251 accounts.
Assets Under Management
$251M
Employees
8
Offices
2 offices
Total Clients
710
Primary office
WASHINGTON, DC
1120 CONNECTICUT AVE. NW, SUITE 1021, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.6% of total clients.
Top client categories% of clientsClients
1
Individuals
90.6%
643
2
HNWI
8.7%
62
3
Corporations
0.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of February 10, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts1,251
10Y AUM Change+$149M (+145.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee89:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.