Investment adviser · CRD 331634
WALTON FINANCIAL
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 526 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $115,664,737 | 63.2% |
| Individuals | 199 | $62,740,637 | 34.3% |
| Corporations & businesses | 8 | $3,759,742 | 2.1% |
| Charities | Fewer than 5 | $738,653 | 0.4% |
Filing source
Form ADV 2096781 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2564 18TH STREET SOUTHBIRMINGHAM, AL, 35209, United States
CRD 331634
Filing source
Form ADV 2096781 · Jun 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.