Alex Joseph Graham
Investment adviser representative at Graham Capital Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$251.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Graham Capital Advisors LLCMar 2019 to now
- Graham Capital Wealth Management, LLCDec 2015 to now
- Graham Capital Inc.Mar 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (DC, FL).
Graham Capital Wealth Management, LLC
$251.2MAssets managed
710Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6577925
- Firm CRD
- 281772