Walker Capital Advisors

Walker Capital Advisors provides discretionary investment management and financial planning to both retail and institutional clients, and offers participant account management for held‑away retirement assets such as 401(k)s and HSAs. The firm constructs portfolios using exchange‑traded funds and individual equities and offers both passive allocations (Aggressive, Growth, Balanced, Conservative) and targeted active strategies.

The firm combines passive ETF-based allocation ranges with active tactics, including a described “Short Market” strategy that uses inverse ETFs (for example, SH and DOG) with a legging‑in approach and predefined reallocation triggers. For held‑away accounts it employs a third‑party platform (Pontera Solutions) and may use an order management system to implement tax‑efficient asset location and opportunistic rebalancing, while executing trades through Interactive Brokers for active strategies and Betterment for passive strategies.

Notable distinguishing features include that the firm’s principal is a CFA charterholder with prior military service (including a Bronze Star) and maintains a concurrent senior corporate role outside the advisory business, as disclosed in the brochure. The firm also reports modest discretionary AUM (approximately $8.4 million) while managing participant accounts through a third‑party platform to avoid custody and receiving soft‑dollar research benefits from Interactive Brokers—arrangements that are less common among similarly sized independent advisers.