Walton Financial

Overview

Walton Financial is an independent advisory firm organized as an LLC that serves individuals, families and some institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly and fixed fees. Walton Financial is not positioned as a capital allocator; instead, it appears to rely on third‑party managers and pooled products for much of its exposure. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives