RIA IntelAdvisersLouisianaGRAF FINANCIAL, L.L.C.

GRAF FINANCIAL, L.L.C.

Advisory

BATON ROUGE, LA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in LA
#107
of 142 advisers by AUM
Average account
$423K
across 190 accounts
AUM per adviser
$80M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$80M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$748K
Discretionary %99.1%
Total Clients76
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, MS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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