Walker T. Shelton

VERUM PARTNERS LLC

Charlotte, NC 28207

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CRD#: 5838615

Professional summary

Walker Thomas Shelton, CFP® is a registered financial advisor currently at VERUM PARTNERS LLC located in Charlotte, North Carolina.

Walker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Walker has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Assistant for David A. Perkins CPA, Charlotte, NC. CPA Firm. During Feb 15th to Apr. 15th allocates 8 hrs/week during business hours and 5 hrs/week during non-business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Thomas Shelton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 15, 2023 - Present

VERUM PARTNERS LLC

Office #1: 2333 Randolph Road Suite 250, Charlotte, NC 28207

RIA

CRD#: 301058

Charlotte, NC

Past

May 15, 2019 - August 16, 2023

CAROLINAS WEALTH CONSULTING LLC

RIA

CRD#: 300003

CHARLOTTE, NC

Past

June 28, 2013 - April 17, 2001

CAROLINAS INVESTMENT CONSULTING LLC

RIA

CRD#: 104379

CHARLOTTE, NC

Past

June 28, 2013 - August 16, 2023

CAROLINAS INVESTMENT CONSULTING LLC

CRD#: 104379

CHARLOTTE, NC

Past

June 2, 2011 - June 26, 2013

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

November 8, 2010 - May 20, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/25/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2010

General Securities Representative Examination

Current Firm

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

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Contact information

Main Address

2333 Randolph Road Suite 250, Charlotte, NC 28207

Mailing Address

Phone number

(980) 771-3999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERUM PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/17/2025)

VERUM PARTNERS WRAP FEE BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,392
AUM (Assets Under Management)	$ 827,584,409

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
05/16/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Walker T. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walker Thomas Shelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAROLINAS WEALTH CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

VANGUARD MARKETING CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERUM PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2010

Current Firm

VERUM PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERUM PARTNERS LLC

TRUST BUT VERIFY

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