Skip to main content

WALTON FINANCIAL

SEC Form ADV profile.

Total regulatory AUM
$182,903,769
Discretionary
$182,903,769
Non-discretionary
$0

Firm details

CRD number
331634
SEC file number
801-130481
Main office
BIRMINGHAM, AL, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.