A complete list of active advisors currently associated with Walker Capital Partners, LLC

Warmer can help you find a great advisor at Walker Capital Partners, LLC or one who fits your needs even better.

Walker Capital Partners is a small, SEC‑registered independent adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, pooled investment vehicles, and some institutional clients, and it also offers retirement‑plan consulting through a third‑party platform (Vestwell). The firm advises on equities, ETFs and options and manages accounts on a discretionary basis tailored to each client’s objectives. The firm serves as general partner and investment manager to a private pooled vehicle (Walker Capital Flagship Fund, L.P.) that trades options, equities and index funds, and it employs a mix of fundamental and technical analysis with occasional short‑term trading, option strategies and selective leverage. Walker Capital charges both asset‑based and performance‑based arrangements for eligible/qualified investors and practices side‑by‑side management between the fund and separate accounts. Noteworthy distinctions for a firm of this size include operating a private fund with multiple share classes and a performance allocation, providing portfolio management to pooled vehicles and offering retirement‑plan consulting — features that are uncommon among solo independent advisers. The brochure also discloses a 2023 regulatory consent order involving the firm’s principal and describes significant outside business activities (insurance sales and tax‑planning consulting), which the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Walker Capital Partners, 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
Corey Walker profile photo Corey Walker
Bedford, NH
8
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