Walker Capital Partners

Walker Capital Partners is a Registered Investment Advisor (RIA) based in Bedford, New Hampshire, offering comprehensive investment advisory services. The firm specializes in discretionary portfolio management, tailoring strategies to meet the unique needs and investment objectives of its clients. They operate under fiduciary standards, ensuring that all recommendations are in the client's best interest.

The firm was founded in October 2024 and is owned by James (Corey) Walker and John Lilly. Corey Walker serves as the Chief Investment Officer and Fund Manager, bringing over 17 years of experience in options and equities trading, and more than 8 years as a professional money manager. Walker Capital Partners emphasizes an active wealth management approach, constructing portfolios that dynamically adjust to market conditions with a focus on strategic investment and risk mitigation.

Walker Capital Partners also acts as the general partner and investment manager for the Walker Capital Flagship Fund, L.P. This private investment fund targets undervalued market opportunities across various asset classes, primarily trading in options, equities, and index funds. The firm advises on equity securities, ETFs, and options contracts, with core pillars of risk mitigation and capital appreciation guiding its investment decisions.

As of its approval date, Walker Capital Partners had $600,000 in discretionary private fund assets under management, with a total regulatory AUM of $1,738,000. The firm provides financial planning services and portfolio management for individuals, small businesses, and pooled investment vehicles.