GR
Graham, Richard Hilles
State-registered
Wealth Manager · Boutique (under $100M)
CRD 116815
· Washington, DC
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ADV data as of Feb 17, 2026
- Regulatory AUM
- $19.7M
- Discretionary
- $11.1M
- Clients
- 4
- Avg AUM / client
- $4.9M
- Accounts
- 10
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $11.0M | 55.7% |
| Charitable organizations | Fewer than 5 clients | $8.7M | 44.3% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Pershing $18.7M (95% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗