Overview
Assets Under Management: $183 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
WALTON FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331634), WALTON FINANCIAL is subject to fiduciary duty under federal law.
WALTON FINANCIAL is headquartered in BIRMINGHAM, AL.
WALTON FINANCIAL serves 49 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, WALTON FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
WALTON FINANCIAL manages $183 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, WALTON FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 526
Discretionary Accounts: 526
Regulatory Filings
CRD Number: 331634
Filing ID: 2048253
Last Filing Date: 2026-02-06 11:52:39