Walton Financial
● SEC registered since 2024CRD 331634SEC# 801-130481Birmingham, AL
Reg. AUM
$182.9M
Employees
7
Accounts
526
Location
Birmingham, AL
Walton Financial assets under management
Walton Financial operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2024. It reports $182.9 million in regulatory assets under management and employs 7 people.
Walton Financial owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Andrew Walton Control | Sole Llc Member, President, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Walton Financial manage?
Walton Financial reports $182.9 million in regulatory assets under management on its Form ADV.
How many employees does Walton Financial have?
Walton Financial reports 7 employees.
Where is Walton Financial located?
Walton Financial is based in Birmingham, AL and has been SEC-registered since 2024.
Does Walton Financial disclose fund performance?
Walton Financial is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2564 18th Street South, Birmingham, AL 35209 |
| Phone | (205) 871-0154 |
| Fax | 800-303-7103 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.9M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$182.9Mregulatory AUM
Discretionary $182.9M