Walsh Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,348,126
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
15
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$1,223,208
About
Walsh Capital provides investment advisory and financial consulting to individuals and high‑net‑worth clients, including ongoing portfolio management and discrete consulting engagements. The firm also advises clients on retirement-plan rollover decisions and offers management for donor‑advised fund accounts held on a charitable platform.
The firm follows a fundamentally driven, value‑oriented investment approach with a long‑term, generally long‑only posture while using tactical asset‑allocation adjustments when appropriate. Walsh Capital tailors advice to each client’s objectives, can manage accounts on a discretionary basis, and uses web‑based planning tools to aggregate client data and support financial planning.
Notably, Walsh Capital produces periodic educational material and market newsletters and occasionally offers public financial workshops, practices that are uncommon among similar independent advisers. The firm also works with charitable clients, participates in nonprofit investment committees and school finance committees, and provides active donor‑advised fund management through a charitable platform without charging an additional advisory fee.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Consulting services
Expertise
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Main office location
Walsh Capital LLC
Raleigh NC, United States
Number of offices
1
Most active in
Walsh Capital LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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