BW
CFA
BW
CFA

Benjamin Walker

2 Years of Experience
Salt Lake City, UT

Benjamin Walker is a CFA-designated registered investment advisor at Taylor Derrick Capital, L.L.C., based in Salt Lake City, UT, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 14 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
14 clients
Average Client Portfolio
$60.5M average
Assets Under Management
$847.5M

Fee Structure

Investment management only (planning not offered)

Taylor Derrick Capital does not offer investment management services directly to individual investors. They manage investments for private funds, and the fees for those services are outlined in the fund documents.

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Location

404 North 300 West, Salt Lake City, UT, 84103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Taylor Derrick Capital, L.L.C.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Knox Capital Advisors, LLC
March 2013 - August 2014 · 1 yr 5 mos
State Registrations2 states
NVUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.