Walker Capital Advisors

Walker Capital Advisors provides discretionary portfolio management and financial planning to both retail and institutional clients, managing portfolios made up of equity and fixed-income ETFs as well as common stocks across small, mid, and large caps. The firm also offers participant account management for held-away retirement assets and uses third‑party platforms to implement tax‑efficient asset location and opportunistic rebalancing.

The firm's investment approach blends passive ETF allocations across defined strategies (Aggressive, Growth, Balanced, Conservative) with selective active tactics, including a documented "Short Market" legging‑in strategy that employs inverse ETFs (e.g., SH and DOG) to add short exposure. Accounts are managed on a discretionary basis, reviewed at least quarterly, and trading practices include block trades and use of an order management system to support implementation.

Noteworthy for a solo independent advisor, the firm operates with multiple custodial relationships (Interactive Brokers and Betterment, and more recently added Schwab and Fidelity), leverages a held‑away aggregation platform (Pontera Solutions) to manage 401(k) and other outside accounts, and discloses soft‑dollar research benefits from Interactive Brokers with a formal custodial review process. The sole investment professional holds the CFA charter and has prior military and corporate development experience, a combination of credentials and service offerings that is uncommon for a firm of this size.