Walker Asset Management, LLC

Walker Asset Management provides portfolio management, investment advisory services, and financial planning to individuals, families, businesses and retirement plan participants. The firm delivers discretionary managed accounts through an all-inclusive Wrap Fee Program and reported $315,347,630 in discretionary assets under management as of December 31, 2025.

The investment approach is anchored in modern portfolio theory, seeking global diversification and using fundamental security analysis alongside market trend and economic cycle analysis to construct portfolios composed primarily of stocks, bonds, mutual funds and ETFs. Portfolios are implemented and monitored on a discretionary basis for managed accounts, with flexibility to use long-term, short-term, and trading strategies as appropriate to client objectives.

Noteworthy operational features include operating its own wrap fee program while managing a large pool of discretionary assets with a small staff (four employees) and maintaining a general account minimum policy (typically $1,000,000, with the right to waive). The firm does not aggregate client orders into block trades, does not vote client proxies, relies on a qualified custodian’s institutional services for trading and reporting, and does not charge separate fees for financial planning.