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 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
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 2
Edward Samson
Founder and CEOCRD 2041321
Gordon Watt
President and CEOCRD 2478652
Contacts
3 of 5Michael Mason
Registered RepresentativeCRD 2074980

Steven Hunter
Managing DirectorCRD 2345624

John Williams
CCOCRD 1865081
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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