Ryan Everett Graham
Investment adviser representative at Wedmont Private Capital
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$3.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wedmont Private Capital, LLCOct 2025 to now
- UnemployedOct 2025 to Oct 2025
- Altfest Personal Wealth ManagementMar 2022 to Oct 2025
- Altfest Personal Wealth ManagementFeb 2018 to Feb 2022
- Altfest Personal Wealth ManagementMar 2017 to Jan 2018
- PwcSep 2015 to Feb 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Wedmont Private Capital
Legal name: Wedmont Private Capital, LLC
$3.4BAssets managed
498Clients
12Advisers
5 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
- 7413278
- Firm CRD
- 305815