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| Graham Capital Wealth Management LLC
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|---|---|
| CRD # | 281772 |
| SEC # | 801-115029 |
| CIK # | 0001907528 |
| AUM | 251.2 M (2026-02-10) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 202-780-7726 |
| Address | 1120 Connecticut Ave NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Euronav NV | 4.9 | ||
| Eagle Financial Services Inc | 4.8 | ||
| Sound Financial Bancorp Inc | 4.7 | ||
| Cheniere Energy Inc | 4.4 | ||
| Blue Ridge Bankshares Inc | 4.3 | ||
| Transunion Holding Company Inc | 4.0 | ||
| Coastal Financial Corp | 3.8 | ||
| EOG Resources Inc | 3.6 | ||
| Public Service Enterprise Group Inc | 3.4 | ||
| Catalyst Bancorp Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 643 | 165.3 |
| (b) Individuals (high net worth individuals) | 62 | 84.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,251 | 251.2 |
| By Discretionary | ||
| Discretionary | 1,251 | 251.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,251 | 251.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.2 | |
| Total | 1,251 | 251.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907528] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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