DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

James Harrison Graver

Graver Capital Management, LLCindependent RIAColumbus, Ohdual registrantIAPD 2835090

Feed of 09/14/2026

Also filed as Jamie Graver

At current firm

5 y

since Jan 31, 2021

In the industry

29 y

since Mar 5, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, Graver Capital Managementreportedgravercapmgmt.comfirm site, Sep 16, 2026
Business email: jgraver@gravercapmgmt.comreportedgravercapmgmt.comfirm site, Sep 16, 2026
Direct business phone: 614-499-2500reportedgravercapmgmt.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/james-graver-36887014areportedgravercapmgmt.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Graver Capital Management, LLC independent RIA current
since Jan 31, 2021 · Columbus, Oh
G2 Capital Management, LLC independent RIA
Jun 6, 2017 to Mar 31, 2021 · Columbus, Oh
Wells Fargo Advisors wirehouse
Feb 10, 2009 to Jun 13, 2017 · Dublin, Oh
Sagepoint Financial, Inc. former
May 4, 2006 to Feb 11, 2009 · Phoenix, Az
Preferred Capital Management unclassified
Oct 18, 2001 to Aug 16, 2006 · Dublin, Oh
Raymond James Financial Services, Inc. unclassified
Jun 5, 2001 to May 2, 2006 · Dublin, Oh

Moves

a registration end followed by a registration begin elsewhere

G2 Capital Management, LLC to Graver Capital Management, LLC
left Mar 31, 2021, registered Jan 31, 2021 (-59 days) · RIA to RIA
Wells Fargo Advisors to G2 Capital Management, LLC
left Jun 13, 2017, registered Jun 6, 2017 (-7 days) · Wirehouse to independent RIA
Sagepoint Financial, Inc. to Wells Fargo Advisors
left Feb 11, 2009, registered Feb 10, 2009 (-1 days) · Other
Preferred Capital Management to Sagepoint Financial, Inc.
left Aug 16, 2006, registered May 4, 2006 (-104 days) · Other
Raymond James Financial Services, Inc. to Preferred Capital Management
left May 2, 2006, registered Oct 18, 2001 (-1657 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address