This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$18.5MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$18.5M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1

Private funds

1Schedule D 7.B(1)

SEC number

801-67672

CRD

139254

Filings on the tape

17

First filed

Apr 18, 2012

Latest filed

Aug 5, 2026

Organised

Corporation

Website

mgham.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2565c0a6-d7e9-6d2c-5317-585fe5b73a4c

First observed

Apr 18, 2012

Last observed

Aug 5, 2026 47 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.