Walter Bishop Lunsford

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 12/2017
  Raymond James & Associates, Inc.
  Cincinnati, OH
• 10/2007 → Present
  Lunsford Cattle Company, Llc
  Brooksville, KY
• 01/1998 → Present
  Lunsford Ridge Farm, Llc
  Brooksville, KY
• 01/2018 → 12/2024
  9258 Wealth Management, Llc
  Blue Ash, OH
• 01/2019 → 01/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  Waverly Advisors, Llc
  Blue Ash, OH

Previous Registrations

• 2018-01-09 → 2024-12-02
  9258 Wealth Management, Llc
  Blue Ash, OH
• 2005-11-18 → 2017-12-31
  Raymond James & Associates, Inc.
  Blue Ash, OH
• 2001-03-16 → 2005-12-08
  Advest, Inc.
  Cincinnati, OH

Other Businesses

1) 9258 Wealth Management. Investment Related. 4420 Cooper Rd. Suite 100, Blue Ash, OH 45242. RIA Firm, President/CEO. Start 1/2018. 160hrs/mo, 120hrs during trading hours. President/CEO. 2)The Hatton Foundation. Non-Investment related. 308 E. 8th St., Cincinnati, OH 45202. Private Family Foundation, Executive Director. Start 10/1997. 2.5hrs/mo, 1hr during trading hours. Oversee the legal, administrative and accounting outsourcing for the organization. Organize meetings and oversee the overall direction of the foundation. Financial Advisor for foundation portfolio management & adherence to investment policy statement. 3) Lunsford Cattle Company, LLC. Non-investment Related. 1302 Powersville Harrison County Rd., Brooksville, KY 41004. Agriculture/Farming, President/Owner. Start 10/2007. 4hrs/mo, 0 hours during trading hours. This is an ongoing cattle farming operation, operated in a supervisory position. 4)Lunsford Ridge Farm, LLC. Non-Investment Related. 1302 Powersville Harrison County Rd., Brooksville, KY 41004. Agriculture/Farming, President/Owner. Start 1/1998. 8hrs/mo, 0 hrs during trading hours. Owns the farm, farm manager, responsible for day to day operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-06
• S63 Uniform Securities Agent State Law Examination
  1984-04-06