# Walker Capital Partners, LLC

> Walker Capital Partners, LLC is a state-registered investment advisory firm in Bedford, NH, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 328871
- Filed as: WALKER CAPITAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328871
- AdvisorCensus page: https://advisorcensus.com/firm/walker-capital-partners-llc-bedford-nh-328871

## Quick answers

**How is Walker Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walker Capital Partners, LLC 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.

**Where is Walker Capital Partners, LLC located?**
Walker Capital Partners, LLC's principal office is in Bedford, NH, according to its Form ADV.

**Is Walker Capital Partners, LLC registered with the SEC or a state?**
Walker Capital Partners, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328871.

**How much does Walker Capital Partners, LLC manage?**
Walker Capital Partners, LLC reports $3,096,517 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**What types of clients does Walker Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Walker Capital Partners, LLC report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328871

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,096,517
- Discretionary: $3,096,517
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $943,600 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,152,917 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328871

### Websites listed on Form ADV (Item 1.I)
- walkercapitalpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walker Capital Partners, LLC (CRD 328871): Form ADV filing data as of October 2026.