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Graham Capital Wealth Management, LLC CRD 281772
$251M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1991 Ringling Boulevard, Sarasota, FL 34236 • United States
1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Eye And Ear Infirmary | New York | NY | 03/1998 | 06/2018 |
| Self Employed | New York | NY | 06/2018 | 06/2019 |
| Retired | Sarasota | FL | 06/2019 | 04/2024 |
| Graham Capital Wealth Management, Llc | Sarasota | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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