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| Walker Asset Management LLC
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|---|---|
| CRD # | 284951 |
| SEC # | 801-108310 |
| CIK # | 0001923053 |
| AUM | 315.3 M (2026-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 417-235-9125 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Henry Jack & Associates Inc | 32.2 | ||
| Wal Mart Stores Inc | 15.0 | ||
| O Reilly Automotive Inc | 13.6 | ||
| Nvidia Corp | 6.7 | ||
| Apple Inc | 6.0 | ||
| Tesla Motors Inc | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Micron Technology Inc | 3.6 | ||
| Corning Inc /NY | 2.7 | ||
| Starbucks Corp | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 42.1 |
| (b) Individuals (high net worth individuals) | 64 | 269.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 315.3 |
| By Discretionary | ||
| Discretionary | 422 | 315.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 422 | 315.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.3 | |
| Total | 422 | 315.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001923053] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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