{
  "crd_number": 281772,
  "slug": "graham-capital-wealth-management-llc-washington-dc-281772",
  "primary_business_name": "GRAHAM CAPITAL WEALTH MANAGEMENT, LLC",
  "legal_name": "GRAHAM CAPITAL WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Washington",
  "state": "DC",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-04-18",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 251227810.0,
  "raum_discretionary": 251227810.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 165315000.0,
      "count": 643
    },
    "high_net_worth_individuals": {
      "raum": 84369810.0,
      "count": 62
    },
    "corporations_other_businesses": {
      "raum": 1543000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "GA",
    "LA",
    "NC",
    "NH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/grahamcapitalwealth",
    "https://grahamcapitalwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281772",
  "city_as_filed": "WASHINGTON",
  "url": "https://advisorcensus.com/firm/graham-capital-wealth-management-llc-washington-dc-281772",
  "display_name": "Graham Capital Wealth Management, LLC",
  "summary": "Graham Capital Wealth Management, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Graham Capital Wealth Management, LLC (CRD 281772): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Graham Capital Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Graham Capital Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Graham Capital Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Graham Capital Wealth Management, LLC located?",
      "a": "Graham Capital Wealth Management, LLC's principal office is in Washington, DC, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Graham Capital Wealth Management, LLC registered with the SEC or a state?",
      "a": "Graham Capital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 281772."
    },
    {
      "q": "How much does Graham Capital Wealth Management, LLC manage?",
      "a": "Graham Capital Wealth Management, LLC reports $251,227,810 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Graham Capital Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Graham Capital Wealth Management, LLC: Regulatory assets under management: $133,562,554 in the October 2021 data and $251,227,810 in the October 2026 data, up 88%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Graham Capital Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (643); high net worth individuals (62); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Graham Capital Wealth Management, LLC use?",
      "a": "Graham Capital Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Graham Capital Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281772"
    },
    {
      "q": "Does Graham Capital Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 says: \"Graham generally requires a minimum relationship size of $40,000, which may be reduced at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Graham Capital Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $225,860,597 to $251,227,810 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 133562554.0,
      "total_employees": 5,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 145820000.0,
      "total_employees": 6,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168973000.0,
      "total_employees": 6,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 195720000.0,
      "total_employees": 6,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 225860597.0,
      "total_employees": 7,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 251227810.0,
      "total_employees": 8,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $225,860,597 to $251,227,810 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": "$40,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Each Client will generally pay a wealth management fee of up to 1.75% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $40,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Graham generally requires a minimum relationship size of $40,000, which may be reduced at the sole discretion of the Advisor."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.75,
      "account_minimum": 40000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Each Client will generally pay a wealth management fee of up to 1.75% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "Graham generally requires a minimum relationship size of $40,000, which may be reduced at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/graham-capital-wealth-management-llc-washington-dc-281772.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 643,
      "fewer_than_5": false,
      "raum": 165315000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 84369810.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1543000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281772",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}