Walker Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Walker Asset Management provides advisory services to individuals, families and businesses, including retirement plan participants, through discretionary portfolio management in a firm‑sponsored wrap fee program as well as non‑discretionary investment advice and project-oriented financial planning. The firm implements recommendations, provides ongoing monitoring and reporting for discretionary accounts, and offers planning support for areas such as retirement, estate, tax and education funding.
WAM’s investment approach emphasizes globally diversified portfolios consistent with modern portfolio theory, using fundamental security analysis together with market trend and economic cycle analysis and primarily employing stocks, bonds, mutual funds and ETFs. The firm evaluates each client’s risk profile and investment objectives prior to engagement, tailors strategies accordingly, and reported that all $315,347,630 in assets under management were managed on a discretionary basis as of December 31, 2025; it generally maintains a $1,000,000 account minimum subject to waiver.
Noteworthy features relative to peers include operating its own wrap fee program and a small advisory team (four employees, three advisors) overseeing a substantial pool of discretionary assets, plus a trading policy of executing client orders on an individual basis rather than aggregating block trades. The firm relies on institutional services from its custodian, does not vote client proxies (clients receive and vote their own proxy materials), and disclosed a recent internal leadership change elevating a co‑chief executive who also serves as the chief compliance officer.
Client services
Expertise
Occupation focus
Fee options
Account minimum: $1,000,000 Fee-only: Fees generally range from 0.50% to 1.50% depending on complexity; charged in advance and deducted quarterly; fees are negotiated individually and based on services provided, not strictly on assets under management.
Main office
Verona MO
Advisors at this office
3
Most active in
Arkansas · Florida · Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Leeandra E
Series 65
Verona, MO
Walker Asset Management, LLC
Leeandra Ennes is a financial advisor with Walker Asset Management, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at Salon Service Group and Damar Worldwide. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm uses globally diversified portfolios based on modern portfolio theory and tailors strategies to each client’s risk profile and investment objectives.
Molly C
Series 66
Verona, MO
Walker Asset Management, LLC
Molly Crider is a financial advisor at Walker Asset Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. prior to joining Walker Asset Management in 2016. Walker Asset Management provides advisory services to individuals, families, and businesses through discretionary portfolio management and financial planning. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, tailoring strategies to each client’s risk profile and investment objectives.
Dennis W
Series 63, Series 65
Verona, MO
Walker Asset Management, LLC
Dennis Walker is a financial advisor with Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at SignalPoint Asset Management, Wells Fargo Advisors, and Morgan Stanley Dw Inc. Walker has led his current firm since 2016. Walker Asset Management provides advisory services to individuals, families, and businesses, including retirement plan participants, through discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, tailoring strategies to each client’s risk profile and objectives.
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