# Walsh Capital LLC

> Walsh Capital LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 331399
- Filed as: WALSH CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331399
- AdvisorCensus page: https://advisorcensus.com/firm/walsh-capital-llc-331399

## Quick answers

**How is Walsh Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Walsh Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Walsh Capital LLC registered with the SEC or a state?**
Walsh Capital LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331399.

**How much does Walsh Capital LLC manage?**
Walsh Capital LLC reports $21,163,655 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**What types of clients does Walsh Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (6); charitable organizations (1).

**Does Walsh Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331399

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,163,655
- Discretionary: $21,163,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,106,997 |
| High net worth individuals | 6 | $15,241,129 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $2,815,529 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

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

### Websites listed on Form ADV (Item 1.I)
- walshcapital.us
- LinkedIn @patrick-joseph-walsh

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walsh Capital LLC (CRD 331399): Form ADV filing data as of October 2026.