# GRAHAM & CO. ADVISORY, INC.

GRAHAM & CO. ADVISORY, INC. of ORANGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123539
- Type: SEC-registered investment adviser
- Location: 1700 WEST KATELLA AVENUE, ORANGE, CA, 92867-3415
- Phone: (714) 628-5200
- Latest filing: 2026-03-23
- Regulatory AUM: $21.4M
- Discretionary AUM: $21.4M
- Clients: 1
- Accounts: 15

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123539/similar
- Related entities: https://search.stillhousedata.com/firm/123539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123539

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.