{
  "crd_number": 160962,
  "slug": "cherokee-and-walker-management-salt-lake-city-ut-160962",
  "primary_business_name": "CHEROKEE & WALKER MANAGEMENT",
  "legal_name": "CHEROKEE & WALKER MANAGEMENT, LLC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 100817540.0,
  "raum_discretionary": 94656764.0,
  "raum_non_discretionary": 6160776.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2042888.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 4117888.0,
      "count": 4
    },
    "pooled_investment_vehicles": {
      "raum": 94656764.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "UT"
  ],
  "websites": [
    "https://cherokeeandwalker.com",
    "https://redbridgecap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160962",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962",
  "display_name": "Cherokee & Walker Management",
  "summary": "Cherokee & Walker Management is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Cherokee & Walker Management (CRD 160962): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Cherokee & Walker Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cherokee & Walker Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Cherokee & Walker Management located?",
      "a": "Cherokee & Walker Management's principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "Is Cherokee & Walker Management registered with the SEC or a state?",
      "a": "Cherokee & Walker Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 160962."
    },
    {
      "q": "How much does Cherokee & Walker Management manage?",
      "a": "Cherokee & Walker Management reports $100,817,540 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (94% discretionary)."
    },
    {
      "q": "How have Cherokee & Walker Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cherokee & Walker Management: Regulatory assets under management: $91,590,241 in the October 2021 data and $100,817,540 in the October 2026 data, up 10%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cherokee & Walker Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (4); pooled investment vehicles (other than investment companies and business development companies) (4); charitable organizations (1)."
    },
    {
      "q": "Does Cherokee & Walker Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160962"
    },
    {
      "q": "What changed in Cherokee & Walker Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $117,235,901 to $100,817,540 (-14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 91590241.0,
      "total_employees": 8,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 96358429.0,
      "total_employees": 8,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138959405.0,
      "total_employees": 7,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 136350095.0,
      "total_employees": 7,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117235901.0,
      "total_employees": 6,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 100817540.0,
      "total_employees": 5,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $117,235,901 to $100,817,540 (-14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cherokee-and-walker-management-salt-lake-city-ut-160962.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 4117888.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 94656764.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2042888.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160962",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}