B.B. Graham & Company, Inc.

Overview

B.B. Graham & Company, Inc. is organized as a corporation and operates as an independent broker-dealer with an individual owner. The firm has been SEC-registered since 2015 and presents itself as a capital allocator for private clients. Its client focus is individuals and families, and it combines brokerage and insurance distribution with advisory services. Advisory capabilities listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility for both ongoing investment relationships and project-based planning work. The firm does not identify as an active ESG investor. It is also described as an insurance broker and maintains affiliations across broker-dealer, investment adviser and insurance company channels.

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Public Holdings

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Location & Offices