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| Happy Holidays!! thanks for using AUM13F!! |
| Graham Capital Wealth Management LLC
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| CRD # | 281772 |
| SEC # | 801-115029 |
| CIK # | 0001907528 |
| AUM | $225.9 M (2025-05-13) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 202-780-7726 |
| Address | 1120 Connecticut Ave NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cheniere Energy Inc | 6.1 | ||
| Aldel Financial II Inc | 4.6 | ||
| Eagle Financial Services Inc | 3.8 | ||
| Public Service Enterprise Group Inc | 3.7 | ||
| Central Federal Corp | 3.5 | ||
| Era Group Inc | 3.3 | ||
| EOG Resources Inc | 3.0 | ||
| Blue Ridge Bankshares Inc | 3.0 | ||
| Dominion Resources Inc /VA/ | 2.7 | ||
| Enbridge Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 146.0 |
| (b) Individuals (high net worth individuals) | 48 | 78.5 |
| (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 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,177 | 225.9 |
| By Discretionary | ||
| Discretionary | 1,177 | 225.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,177 | 225.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.9 | |
| Total | 1,177 | 225.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907528] |
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0.2 | |
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Kristen E Coombs LLC
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Summit Wealth Management Group Inc
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CA | 0.2 |
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Bradley & Company Private Wealth Management LLC
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0.2 |