BOWLING GREEN, KYCRD 145457Latest ADV February 26, 2026
Tony Walker Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Bowling Green, KY. Its latest Form ADV filing, dated February 26, 2026, reports $374M in regulatory assets under management, 17 employees, 2 offices, and 2,754 accounts.
Assets Under Management
$374M
Employees
17
Offices
2 offices
Total Clients
1,828
Primary office
BOWLING GREEN, KY
2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.9% of total clients.
Top client categories% of clientsClients
1
Individuals
96.9%
1,772
2
HNWI
3.1%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$374Mas of February 26, 2026
Discretionary100.0%
$374M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$374M
Total Accounts2,754
10Y AUM Change+$246M (+193.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee108:1
10Y Employee Change+6 (+54.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.