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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

WASHINGTON, DC · CRD 281772 · IAPD ↗ · grahamcapitalwealth.com · 202-780-7726

$251.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC moved its main office from WASHINGTON, D.C., DC to WASHINGTON, DC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2025 — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2025 — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — GRAHAM CAPITAL WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.