WALTERS STRATEGIC ADVISORS, LLC

Overview

Walters Strategic Advisors, LLC operates as an independent registered investment adviser and accountant that focuses on delivering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm is structured as a limited liability company with an individual owner and positions itself as a capital allocator for individual and family clients. Fee arrangements include a percentage of assets under management and hourly charges, and the firm manages assets on a discretionary basis across its client base. Investment activity is concentrated in public pooled vehicles—most notably mutual funds—and the firm supplements those exposures with allocations to third‑party alternatives, primarily real estate. Walters Strategic Advisors appears to rely on third‑party managers and mutual fund sleeves to implement core equity and fixed‑income allocations while using external managers for real estate exposure. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices