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. 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
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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