Investment adviser · CRD 108670
ZEMENICK & WALKER INC
Investment adviser filing (IA)
ST LOUIS, MO, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $2.63B Form ADV · Item 5.F
- Client accounts
- 271 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 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 | 229 | $2,487,629,519 | 94.6% |
| Charities | 4 | $93,955,510 | 3.6% |
| Retirement plans | 3 | $28,782,257 | 1.1% |
| Individuals | 35 | $19,829,989 | 0.8% |
Filing source
Form ADV 2069528 · Mar 11, 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: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1401 S. BRENTWOOD BLVD., SUITE 550ST LOUIS, MO, 63144, United States
CRD 108670
Filing source
Form ADV 2069528 · Mar 11, 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.