# Graff Financial LLC

> Graff Financial LLC is a state-registered investment advisory firm in Edina, MN, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 154976
- Filed as: GRAFF FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154976
- AdvisorCensus page: https://advisorcensus.com/firm/graff-financial-llc-edina-mn-154976

## Quick answers

**How is Graff Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Graff Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Graff Financial LLC located?**
Graff Financial LLC's principal office is in Edina, MN, according to its Form ADV.

**Is Graff Financial LLC registered with the SEC or a state?**
Graff Financial LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154976.

**How much does Graff Financial LLC manage?**
Graff Financial LLC reports $87,503,710 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary).

**What types of clients does Graff Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (16).

**Does Graff Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154976

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $87,503,710
- Discretionary: $0
- Non-discretionary: $87,503,710

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $8,434,253 |
| High net worth individuals | 28 | $79,069,457 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grafffinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graff Financial LLC (CRD 154976): Form ADV filing data as of October 2026.