Managing Member and Chief Compliance Officer · Graham Capital Wealth Management, LLC
Stash J. Graham
CRD 5630101 · Named on Form ADV at one SEC-registered adviser
At a glance
Graham Capital Wealth Management, LLC, an SEC-registered wealth manager based in Washington, DC with $251 million in regulatory assets, lists Stash J. Graham on its Form ADV as Managing Member and Chief Compliance Officer, a control person.
Firms and roles
- Graham Capital Wealth Management, LLCManaging Member and Chief Compliance OfficerWealth manager · Washington, DC · $251M in regulatory assets
AtlasMembers
Stash’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alex J. GrahamContractor, Graham Capital Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stash’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.