Walnut Creek Capital Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 131856
- Registered since
- October 25, 2004
Firm profile
FINTRXOverview
Walnut Creek Capital Advisors, LLC is organized as a limited liability company and has been registered with the SEC since 2004. Ownership is recorded as a mix of a domestic entity and an individual. The firm's regulatory profile is listed as unclassified. FINTRX flags indicate it does not act as a capital allocator, is not positioned as an active ESG investor, is not a multi-state adviser, is not newly formed, does not serve as a pension consultant, and does not have a related adviser on record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Gordon Watt
President and CEOCRD 2478652
Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 4
Kyle Threet
Vice PresidentCRD 7569805
Michael Mason
Registered RepresentativeCRD 2074980
Steven Hunter
Managing DirectorCRD 2345624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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