Graham Niles
Niles Asset Management · Brushton, New York
Graham Niles is a fee-only financial advisor at Niles Asset Management in Brushton, New York. Niles Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Niles Asset Management |
|---|---|
| Based in | Brushton, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $96.4M across 404 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7966730 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nilesam.com |
| Profile |
How Graham's firm compares
- Niles Asset Management's average account is about $239,000, from its Form ADV (assets managed divided by 404 accounts).
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Questions about Graham
Is Graham Niles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Graham holds no broker registration, and Niles Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Graham charge for financial advice?
Graham's firm, Niles Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Graham Niles based?
Graham Niles is based in Brushton, New York.
Is Graham Niles registered with the SEC?
Yes. Graham Niles is registered as an investment adviser representative in NY (CRD 7966730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Niles Asset Management manage?
Niles Asset Management reports $96.4M across 404 accounts in assets under management.
How do I contact Graham Niles?
Through Graham's website, www.nilesam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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