CRD: 284621
Walker Capital Advisors
$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-2016
- Office Locations
- 1
Office Locations
401 Park Avenue South 10th Floor NEW York NY
About Walker Capital Advisors
Walker Capital Advisors is a New York–based RIA serving retail clients, including business owners and entrepreneurs, with financial planning, insurance/estate and college planning, and portfolio construction. Portfolios use mutual funds and pooled vehicles with a focus on fixed income and select alternatives, including cryptocurrency. Operates on platforms such as Charles Schwab and Pontera.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$219.3K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
C
Christian Anthony Walker
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6587484
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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