Walnut Creek Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
131856
Registered since
October 25, 2004

Firm profile

FINTRX

Overview

Walnut Creek Capital Advisors, LLC is a limited liability company that has been SEC-registered since 2004. The firm is listed as owned by a domestic entity and an individual and is categorized as unclassified in the source data. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser or pension consultant. The firm has provided minimal public detail about its business model. Fields for client types, fee structure, stated advisory activities and other operational descriptions were not supplied in the source information.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

  • Gordon Watt

    President and CEOCRD 2478652

Contacts

3 of 5
  • Michael Mason

    Registered RepresentativeCRD 2074980

  • Steven Hunter

    Steven Hunter

    Managing DirectorCRD 2345624

  • John Williams

    John Williams

    CCOCRD 1865081

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
2100 Riveredge Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth