|
⚲
|
| Keyboard |
| Walton Financial
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|
|---|---|
| CRD # | 331634 |
| SEC # | 801-130481 |
| CIK # | |
| AUM | 182.9 M (2026-06-18) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 205-871-0154 |
| Address | 2564 18th Street South Birmingham, AL 35209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 62.7 |
| (b) Individuals (high net worth individuals) | 49 | 115.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 182.9 |
| By Discretionary | ||
| Discretionary | 526 | 182.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 526 | 182.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.9 | |
| Total | 526 | 182.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tide Cove Capital Partners LLC
✚
|
183.1 M | |
|
Miller Gesko & Co Inc
✚
|
NY | 183.1 M |
|
Hoffmann Hermanson LLC
✚
|
CO | 183.0 M |
|
Anchored Financial Planning LLC
✚
|
NJ | 182.9 M |
|
OFC Financial Planning LLC
✚
|
182.8 M | |
|
White Wing Wealth Management LLC
✚
|
TX | 182.8 M |
|
Invariant Investment Management LLC
✚
|
PA | 182.7 M |
|
SAFS LLC
✚
|
PA | 182.6 M |
|
Godfrey Financial Associates Inc
✚
|
NY | 182.5 M |
|
WOLD Financial Group LLC
✚
|
MN | 182.5 M |