RIA Intel›Advisers›North Carolina›WALSH CAPITAL LLC

WALSH CAPITAL LLC

Advisory

Data as of Apr 7, 2026 · Source: SEC Form ADV

Average account

$481K

across 44 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

16 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

DARE CAPITAL MANAGEMENT, LLC

NAGS HEAD, NC

$21M

BOOTH ASSET MANAGEMENT, LLC

$21M

KOPKA FINANCIAL, LLC

$21M

REACH STRATEGIC WEALTH LLC

$22M

INNOVATION PARTNERS LLC.

CHARLOTTE, NC

$22M

+384.9% 1Y

ALTA ADVISORS LLC

$22M

Get the full picture on WALSH CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WALSH CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans