Graham Partners, LLC
Newtown Square, PA·SEC-registered · CRD #157049
Graham Partners, LLC is an SEC-registered investment advisory firm in Newtown Square, PA managing $4.9B across 34 client accounts, with 86 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.9B
Client accounts
34
Advisory staff
86
Fee model
Fee-only
How Graham Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Graham Partners, LLC
How much does Graham Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Graham Partners, LLC reports $4.9B in regulatory assets under management across roughly 34 client accounts.
How does Graham Partners, LLC charge?
Graham Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Graham Partners, LLC a fiduciary?
Yes. Graham Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #157049), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Graham Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Graham Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Graham Partners, LLC's public SEC Form ADV filing (CRD #157049, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Graham Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Graham Partners, LLC? Claim this profile.