Graham Capital Wealth Management is an investment advisor in Washington, D.C. with $145.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474907140
SEC advisor number
801-115029
FINRA CRD number
281772
AUM ?
$195.72 mm
(as of 1 Mar 24)
Accounts
1,115
(as of 1 Mar 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22