RIA Intel›Advisers›New Hampshire›WALKER CAPITAL PARTNERS, LLC

WALKER CAPITAL PARTNERS, LLC

Advisory

BEDFORD, NH

Data as of Jun 23, 2026 · Source: SEC Form ADV

Average account

$76K

across 41 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

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

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JOHN ADDISON MERRILL

$4M

RAMPART WEALTH MANAGEMENT, LLC

$2M

KWM FINANCIAL LLC

PORSTMOUTH, NH

$2M

RATIONAL FRONTIER ADVISORS, LLC

$2M

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