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WALKER ASSET MANAGEMENT, LLC
CRD 284951File 801-108310
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.3M
Below cohort median (national)
Discretionary AUM
$315.3M
Clients
195
422 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2016
- Principal office
- Not reported
- Phone
- 417.235.9125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.3M
- Discretionary AUM
- $315.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 422
- Non-discretionary accounts
- 0
- Total accounts
- 422
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $168K |
| Charitable organizations | Fewer than 5 | $111K |
| High net worth individuals | 64 | $269.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 131 | $42.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 192 | 195 | increased by3 |
| Apr 1, 2026 | AUM | $284,202,610 | $315,347,630 | increased by$31,145,020 |
| Apr 1, 2026 | Accounts | 429 | 422 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 199 | 192 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $200,836,342 | $284,202,610 | increased by$83,366,268 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 386 | 429 | increased by43 |
| Mar 1, 2022 | Clients | 191 | 199 | increased by8 |
| Mar 1, 2022 | AUM | $177,338,764 | $200,836,342 | increased by$23,497,578 |
| Mar 1, 2022 | Accounts | 394 | 386 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WALKER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WALKER ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.