Graham Capital Wealth Management, LLC

Overview

Graham Capital Wealth Management, LLC is an SEC registered investment adviser based in Washington, DC, registered since 2015. It reports $251M in assets under management across 1,251 accounts, with 8 employees. It has 7 investment adviser representatives.

Reported AUM

$251M

Discretionary

100%

Accounts

1,251

Average account

$201K

Employees

8

Advisory reps

7

Registered since

2015

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Stash John Graham Managing Member CRD 5630101
• Alex Joseph Graham Contractor CRD 6577925

Advisory reps 3 of 7

• Justin Francis Bass Investment Adviser Rep CRD 8134221
• Michael Sullivan Berkhahn Investment Adviser Rep CRD 5794391
• John Edward Darby Investment Adviser Rep CRD 7446865

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1120 Connecticut Ave NW Ste 1021
Washington, DC 20036

County

District of Columbia

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: grahamcapitalwealth.com

Every state, with registration dates

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