Walton Street Capital, L.L.C.
Chicago, IL·SEC-registered · CRD #147210
Walton Street Capital, L.L.C. is an SEC-registered investment advisory firm in Chicago, IL managing $9.8B across 55 client accounts, with 58 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.8B
Client accounts
55
Advisory staff
58
Fee model
Fee-only
How Walton Street Capital, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Walton Street Capital, L.L.C.
How much does Walton Street Capital, L.L.C. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Walton Street Capital, L.L.C. reports $9.8B in regulatory assets under management across roughly 55 client accounts.
How does Walton Street Capital, L.L.C. charge?
Walton Street Capital, L.L.C. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Walton Street Capital, L.L.C. a fiduciary?
Yes. Walton Street Capital, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #147210), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Walton Street Capital, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Walton Street Capital, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Walton Street Capital, L.L.C.'s public SEC Form ADV filing (CRD #147210, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Walton Street Capital, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Walton Street Capital, L.L.C.? Claim this profile.