CRD: 310582
Walters Strategic Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2020
- Office Locations
- 1
Office Locations
About Walters Strategic Advisors, LLC
Walters Strategic Advisors is a Sarasota, FL RIA providing comprehensive, tax-oriented financial planning, investment planning, and retirement planning for individuals and families, including business owners and retirees. Dual-credentialed CPAs and fiduciary advisors integrate tax strategy with tax-efficient portfolio design, including use of tax-advantaged accounts and tax-loss harvesting. The firm emphasizes evidence-based investing and can custody at Schwab or Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DOUGLAS CHRISTOPHER WALTERS
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2523963
- Ownership
- 75% or more
Jose Maria Bilbao Cunha Joia
Wealth Advisor
- CRD
- #6764170
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,147,486 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,147,486 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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