A complete list of active advisors currently associated with Walker Asset Management, LLC
Warmer can help you find a great advisor at Walker Asset Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Walker Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Verona, MO
| 20
| |
Verona, MO
| 0
| |
Verona, MO
| 44
|
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