GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRD #281772 SEC #801-115029 WASHINGTON, DC 202-780-7726
SEC Registered
Total AUM
$225.9M
Discretionary
$225.9M
Employees
7
Clients
10
Accounts
1,177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $225.9M | $225.9M | $0 | 7 | 0 |
| Mar 2025 | $225.9M | $225.9M | $0 | 7 | 0 |
| Jan 2025 | $195.7M | $195.7M | $0 | 6 | 0 |
| Nov 2024 | $195.7M | $195.7M | $0 | 6 | 0 |
| Mar 2024 | $195.7M | $195.7M | $0 | 6 | 0 |
| Mar 2023 | $169M | $169M | $0 | 6 | 0 |
| Feb 2022 | $145.8M | $145.8M | $0 | 6 | 0 |
| Nov 2021 | $133.6M | $133.6M | $0 | 5 | 0 |
| May 2021 | $133.6M | $133.6M | $0 | 5 | 0 |
| Feb 2021 | $133.6M | $133.6M | $0 | 5 | 0 |
| Sep 2020 | $130M | $129.1M | $953.7K | 5 | 0 |
| Jun 2020 | $130M | $129.1M | $953.7K | 5 | 0 |
| Mar 2020 | $130M | $129.1M | $953.7K | 5 | 0 |
| Mar 2019 | $102.1M | $101.1M | $1M | 4 | 0 |
DateMay 2025
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$130M
Discretionary$129.1M
Non-Disc.$953.7K
Employees5
Clients0
DateJun 2020
Total AUM$130M
Discretionary$129.1M
Non-Disc.$953.7K
Employees5
Clients0
DateMar 2020
Total AUM$130M
Discretionary$129.1M
Non-Disc.$953.7K
Employees5
Clients0
DateMar 2019
Total AUM$102.1M
Discretionary$101.1M
Non-Disc.$1M
Employees4
Clients0