SALT LAKE CITY, UTCRD 160962Latest ADV March 9, 2026
Cherokee & Walker Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 9, 2026, reports $101M in regulatory assets under management, 5 employees, and 9 accounts.
Assets Under Management
$101M
Employees
5
Offices
--
Total Clients
9
Primary office
SALT LAKE CITY, UT
6440 SOUTH WASATCH BOULEVARD, SUITE 200, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 44.4% of total clients.
Top client categories% of clientsClients
1
HNWI
44.4%
4
2
Pooled Investment Vehicles
44.4%
4
3
Charitable
11.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 9, 2026
Discretionary93.9%
$95M
94% of total RAUM93.9%
Non-discretionary6.1%
$6M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts9
10Y AUM Change$-14M (-11.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change-5 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.