Graham Capital Wealth Management, LLC
Graham Capital Wealth Management, LLC is a registered investment advisor headquartered in Washington, DC, United States. Founded in August 2015, the firm provides investment advisory, portfolio management, and related financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm acts as a fiduciary for its clients, seeking to offer personalized investment solutions. As of 2025, the firm employs around 7 professionals.
Investment Strategy
Graham Capital Wealth Management, LLC develops customized portfolios for each client based on their goals and objectives, providing ongoing investment management and supervision. The firm serves a range of clients including individuals, high net worth families, foundations, and pension plans, and acts as a fiduciary to ensure decisions are in the clients' best interests. Portfolio construction emphasizes individualized strategies and oversight, without utilizing wrap fee programs. The approach is focused on bespoke solutions and direct management of client assets.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LNG | CHENIERE ENERGY INC | 6.79% | $6.1M | 25,086 | $166.48 | $243.52 | +$376.0K |
A ALDFU | ALDEL FINL II INC | 5.14% | $4.6M | 441,132 | $10.06 | $11.00 | +$56.3K |
E EFSI | EAGLE FINL SVCS INC | 4.19% | $3.8M | 123,338 | $30.62 | $30.62 | +$3.8M |
P PEG | PUBLIC SVC ENTERPRISE GRP IN | 4.07% | $3.7M | 43,556 | $84.18 | $84.18 | +$3.7M |
C CFBK | CF BANKSHARES INC | 3.87% | $3.5M | 145,515 | $18.98 | $23.97 | +$296.2K |