Ryan Graham
Wedmont Private Capital · Oro Valley, Arizona
Ryan Graham is a fee-only financial advisor at Wedmont Private Capital in Oro Valley, Arizona, who holds the CFP and CFA credentials. Wedmont Private Capital reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | Oro Valley, Arizona |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $3.44B across 2,437 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7413278 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Ryan's firm compares
- Wedmont Private Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 2,437 accounts).
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Questions about Ryan
Is Ryan Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Wedmont Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is Ryan Graham based?
Ryan Graham is based in Oro Valley, Arizona.
What credentials does Ryan Graham hold?
Ryan Graham holds the CFP and CFA credentials.
Is Ryan Graham registered with the SEC?
Yes. Ryan Graham is registered as an investment adviser representative in AZ and TX (CRD 7413278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.
How do I contact Ryan Graham?
Through Ryan's website, www.wedmont.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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