CRD: 286517
Affinity Financial - THE Walker Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal pathway
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Affinity Financial - THE Walker Group LLC
Affinity Financial - The Walker Group LLC is a fee-based, independent RIA in Zionsville, IN led by Samuel Walker (President/CCO). The firm builds custom financial plans and portfolios designed to reduce risk, minimize taxes, and improve efficiency, serving retail clients including business owners. Investment implementation is primarily via ETFs and mutual funds, with custody at Charles Schwab. The team is active in local financial-literacy outreach with IU/Purdue/Butler programs and professional associations.
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Owner & Executives
SAMUEL ROSS WALKER
Chief Compliance Officer, Managing Member
- CRD
- #6133195
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,078,040 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,078,040 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,078,040
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $408,803,868 | 23.6% |
| Public Funds | $585,490,286 | 33.8% |
| Cash | $737,925,627 | 42.6% |
| Total | $1,732,219,781 | 100.0% |