Walnut Creek Capital Advisors, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company. Public data on the firm's advisory activities, client base, fee structure and investment focus is sparse; the firm has not supplied descriptive information about its activities or external affiliations. The firm is listed as having a domestic-entity and individual ownership structure and is categorized as "unclassified" in available records. The profile indicates Walnut Creek Capital Advisors does not function as a capital allocator, does not identify as an active ESG investor, and is not designated a pension consultant or related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

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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