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AFFINITY FINANCIAL - THE WALKER GROUP LLC

Advisory

IN

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account
$106K
across 398 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$42M
Discretionary %
100%
Clients
102
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients102
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

LEWIS WEALTH MANAGEMENT, LLC
CARMEL, IN
$42M
SUNRIFT CAPITAL PARTNERS LLC
PLAINFIELD, IN
$42M
MUSLEH WEALTH MANAGEMENT LLC
$42M
CANA FINANCIAL ADVISORS, LLC
INDIANAPOLIS, IN
$43M
+6.8% 1Y
CORE WEALTH CONSULTANTS, LLC
$43M
MACK FINANCIAL GROUP, INC.
INDIANAPOLIS, IN
$43M
-28.9% 1Y

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