# Derek Walker

> Derek Walker is a fee-only financial advisor at Collegiate Capital Management in Raleigh, North Carolina. Derek focuses on retirement planning, tax planning and family wealth transfer. Collegiate Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/derek-walker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Collegiate Capital Management
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $653.0M across 1,992 accounts
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **CRD:** 2205241 (https://adviserinfo.sec.gov/individual/summary/2205241)
- **SEC registration:** Investment adviser representative in GA, NC, TX, VA
- **Exams passed:** Series 63 (1992), Series 65 (1999)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.collegiatecapital.com

## Frequently asked questions

### Is Derek Walker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Collegiate Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derek charge for financial advice?

Derek's firm, Collegiate Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Derek Walker based?

Derek Walker is based in Raleigh, North Carolina.

### What does Derek specialize in?

Derek's specialties include retirement planning, tax planning and family wealth transfer.

### Is Derek Walker registered with the SEC?

Yes. Derek Walker is registered as an investment adviser representative in GA, NC, TX and VA (CRD 2205241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Collegiate Capital Management manage?

Collegiate Capital Management reports $653.0M across 1,992 accounts in assets under management.

### How do I contact Derek Walker?

Through Derek's website, www.collegiatecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2205241): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://collegiatecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.