WALTON FINANCIAL

RIASEC RegisteredEst. 2024

Total AUM

$183M

Discretionary

$183M

100% of AUM

Avg account

$348K

Accounts

526

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 331634
Registered since: June 14, 2024
Website: waltonfin.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.24%
Individuals34.3%
Corporations / Businesses2.06%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Walton Financial is organized as a limited liability company and operates as an independent registered investment adviser. The firm registered with the SEC in 2024 and is owned by an individual. Its client base includes individuals and families as well as some institutional relationships. Core advisory services emphasize financial planning and portfolio management for individuals and small businesses. Walton Financial charges clients through a mix of percentage-of-assets fees, hourly billing, and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and is not a pension consultant.