$315.3M Total AUM
$315.3M Disc. AUM
16.9% 3Y CAGR
4 Employees
195 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-2016
- Office Locations
- 1
Office Locations
-- Verona MO
About Walker Asset Management, LLC
Walker Asset Management is an investment advisory firm founded in 2016 by Robin Walker, who brings 40 years of industry experience. The firm focuses on long-term investing and portfolio management for retail and institutional clients, with a large share of assets implemented via ETFs and public funds. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$315.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DENNIS ROBIN WALKER
Chief Executive Officer
- CRD
- #1058338
- Ownership
- 75% or more
Available
Available
Available
M
MOLLY MCGOWAN CRIDER
Chief Compliance Officer, Chief Operations Officer
- CRD
- #4683898
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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L
Leeandra Claire Ennes
--
- CRD
- #7720100
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,347,630 | $747,269 |
| Non-Discretionary | $0 | -- |
| Total | $315,347,630 | $747,269 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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