Derek Walker
Collegiate Capital Management · Raleigh, North Carolina
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.
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Specialties
Facts
| Firm | Collegiate Capital Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $653.0M across 1,992 accounts |
| SEC registration | Investment adviser representative in GA, NC, TX, VA · CRD 2205241 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.collegiatecapital.com |
How Derek's firm compares
- Collegiate Capital Management's average account is about $328,000, from its Form ADV (assets managed divided by 1,992 accounts).
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Questions about Derek
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Collegiate Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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