JAMES W. WALKER, P.A.

Overview

James W. Walker, P.A. operates as a small, owner-led advisory practice that combines accounting services with portfolio management for individuals and small businesses. James W. Walker is the individual owner and the firm acts as a capital allocator for a concentrated client base. The business charges a percentage-of-AUM fee and offers direct portfolio management plus selection of other advisers when clients require access to third‑party strategies or managers. Investment emphasis is on publicly traded equities and exchange‑traded strategies, reflecting a preference for liquid, transparent instruments. The firm is not an active ESG investor, is not multi‑state registered, and does not position itself as a pension consultant. Given the accounting background, portfolio work is likely integrated with clients’ tax and accounting needs.

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Public Holdings

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Location & Offices