# Graham Capital Wealth Management, LLC

> 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.

- CRD: 281772
- Filed as: GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281772
- AdvisorCensus page: https://advisorcensus.com/firm/graham-capital-wealth-management-llc-washington-dc-281772

## Quick answers

**How is Graham Capital Wealth Management, LLC compensated?**
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.

**How much does Graham Capital Wealth Management, LLC charge?**
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.

**Where is Graham Capital Wealth Management, LLC located?**
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).

**Is Graham Capital Wealth Management, LLC registered with the SEC or a state?**
Graham Capital Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 281772.

**How much does Graham Capital Wealth Management, LLC manage?**
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).

**How have Graham Capital Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Graham Capital Wealth Management, LLC serve?**
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).

**Which custodians does Graham Capital Wealth Management, LLC use?**
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.

**Does Graham Capital Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Graham Capital Wealth Management, LLC state an account minimum?**
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."

**What changed in Graham Capital Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: $40,000 (the brochure says it may be waived or negotiated)

> Graham generally requires a minimum relationship size of $40,000, which may be reduced at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $251,227,810
- Discretionary: $251,227,810
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 643 | $165,315,000 |
| High net worth individuals | 62 | $84,369,810 |
| Corporations or other businesses not listed above | 5 | $1,543,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, GA, LA, NC, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Sarasota, FL
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- grahamcapitalwealth.com
- Facebook @grahamcapitalwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,562,554 | 5 | May 3, 2021 |
| October 2022 | $145,820,000 | 6 | February 23, 2022 |
| October 2023 | $168,973,000 | 6 | March 22, 2023 |
| October 2024 | $195,720,000 | 6 | March 1, 2024 |
| October 2025 | $225,860,597 | 7 | May 13, 2025 |
| October 2026 | $251,227,810 | 8 | February 10, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $225,860,597 to $251,227,810 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graham Capital Wealth Management, LLC (CRD 281772): Form ADV filing data as of October 2026.