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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

CRD 281772

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1651bf0-306b-c217-5f5a-c129a3e8d8c9

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2019 to Feb 10, 2026
15 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $251MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $251M
Private client RAUM: $250MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $35.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,251
Individual clients: 643
High net worth clients: 62
SEC number: 801-115029
CIK: 1907528
CRD: 281772
Filings on the tape: 15
First filed: Mar 19, 2019
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, DE
Website: grahamcapitalwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STASH JOHN GRAHAM	n/a	Washington, DC	10	17	n/a	no
MICHAEL SULLIVAN BERKHAHN	n/a	WASHINGTON, DC	9	10	n/a	no
Alex Joseph Graham	n/a	WASHINGTON, DC	1	10	n/a	no
Raisa Siddique	n/a	WASHINGTON, DC	1	11	n/a	no
Justin Francis Bass	n/a	WASHINGTON, DC	0	13	n/a	no
JOHN EDWARD DARBY	n/a	WASHINGTON, DC \| SARASOTA, FL	0	18	n/a	no
STIMSON PRYOR SCHANTZ	n/a	SARASOTA, FL \| WASHINGTON, DC	0	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRAHAM CAPITAL HOLDINGS LLC	Member	D	yes	11/2015	Mar 19, 2019	Nov 15, 2024
Graham, Alex, Joseph	MANAGING DIRECTOR	Na	yes	10/2016	Mar 19, 2019	Nov 15, 2024
GRAHAM, DAVID, JOHN	MEMBER AND MANAGER	D	yes	11/2015	Mar 19, 2019	Nov 15, 2024
GRAHAM, STASH, JOHN	MEMBER AND MANAGER	D	yes	08/2015	Mar 19, 2019	Nov 15, 2024
GRAHAM, STASH, JOHN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2015	Mar 19, 2019	Nov 15, 2024
SSA HOLDING COMPANY, LLC	SOLE MEMBER OF GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	E	yes	08/2015	Mar 19, 2019	Nov 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GRAHAM CAPITAL ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
REGIS TAX AND ACCOUNTING, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	1	no
Tampa	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 2026	$251M	$251M	8	7	2	n/a	n/a
2024	Mar 12, 2025	$226M	$226M	7	6	2	n/a	n/a
2023	Mar 1, 2024	$196M	$196M	6	4	2	n/a	n/a
2022	Mar 22, 2023	$169M	$169M	6	5	2	n/a	n/a
2021	Feb 23, 2022	$146M	$146M	6	5	2	n/a	n/a
2020	Feb 25, 2021	$134M	$134M	5	4	2	n/a	n/a
2019	Mar 5, 2020	$130M	$129M	5	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$251M	$226M	11.2%	$169M	14.1%	8	7	2	2

Relationships

Registered with (8)

← STIMSON PRYOR SCHANTZAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JOHN EDWARD DARBYAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← Justin Francis BassAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← Raisa SiddiqueAdvisorregistration: current employment
Aug 29, 2025 to presentfactForm ADV
← Alex Joseph GrahamAdvisorregistration: current employment
Dec 26, 2024 to presentfactForm ADV
← MICHAEL SULLIVAN BERKHAHNAdvisorregistration: current employment
Nov 3, 2016 to presentfactForm ADV
← STASH JOHN GRAHAMAdvisorregistration: current employment
Dec 7, 2015 to presentfactForm ADV
← Joseph GilewskiAdvisorregistration: previous registration
Sep 22, 2016 to Sep 25, 2018factForm ADV

Controls (5)

← GRAHAM, DAVID, JOHNOwnerMEMBER AND MANAGER, ownership code D, individual
Mar 19, 2019 to Nov 15, 2024factForm ADV
← GRAHAM, STASH, JOHNOwnerMEMBER AND MANAGER, ownership code D, individual
Mar 19, 2019 to Nov 15, 2024factForm ADV
← Graham, Alex, JosephOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 19, 2019 to Nov 15, 2024factForm ADV
← GRAHAM CAPITAL HOLDINGS LLCOwnerMEMBER, ownership code D, domestic entity
Mar 19, 2019 to Nov 15, 2024factForm ADV
← SSA HOLDING COMPANY, LLCOwnerSOLE MEMBER OF GRAHAM CAPITAL WEALTH MANAGEMENT, LLC, ownership code E, domestic entity
Mar 19, 2019 to Nov 15, 2024factForm ADV

Dated events

Occurred
Mar 19, 2019
First Form ADV filing
Graham Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1651bf0-306b-c217-5f5a-c129a3e8d8c9
First observed: Mar 19, 2019
Last observed: Feb 10, 2026 7 months 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.

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

CRD 281772

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1651bf0-306b-c217-5f5a-c129a3e8d8c9

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STASH JOHN GRAHAM

n/a

Washington, DC

n/a

MICHAEL SULLIVAN BERKHAHN

n/a

WASHINGTON, DC

n/a

Alex Joseph Graham

n/a

WASHINGTON, DC

n/a

Raisa Siddique

n/a

WASHINGTON, DC

n/a

Justin Francis Bass

n/a

WASHINGTON, DC

n/a

JOHN EDWARD DARBY

n/a

WASHINGTON, DC | SARASOTA, FL

n/a

STIMSON PRYOR SCHANTZ

n/a

SARASOTA, FL | WASHINGTON, DC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRAHAM CAPITAL HOLDINGS LLC

Member

yes

11/2015

Mar 19, 2019

Nov 15, 2024

Graham, Alex, Joseph

MANAGING DIRECTOR

yes

10/2016

Mar 19, 2019

Nov 15, 2024

GRAHAM, DAVID, JOHN

MEMBER AND MANAGER

yes

11/2015

Mar 19, 2019

Nov 15, 2024

GRAHAM, STASH, JOHN

MEMBER AND MANAGER

yes

08/2015

Mar 19, 2019

Nov 15, 2024

GRAHAM, STASH, JOHN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

08/2015

Mar 19, 2019

Nov 15, 2024

SSA HOLDING COMPANY, LLC

SOLE MEMBER OF GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

yes

08/2015

Mar 19, 2019

Nov 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GRAHAM CAPITAL ADVISORS, LLC

n/a

yes

n/a

REGIS TAX AND ACCOUNTING, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

Tampa

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$251M

n/a

2024

Mar 12, 2025

$226M

n/a

2023

Mar 1, 2024

$196M

n/a

2022

Mar 22, 2023

$169M

n/a

2021

Feb 23, 2022

$146M

n/a

2020

Feb 25, 2021

$134M

n/a

2019

Mar 5, 2020

$130M

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$251M

$226M

11.2%

$169M

14.1%