Walton Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 12, 2026, reports $183M in regulatory assets under management, 4 employees, and 526 accounts.
Assets Under Management
$183M
Employees
4
Offices
--
Total Clients
256
Primary office
BIRMINGHAM, AL
2564 18TH STREET SOUTH, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
199
2
HNWI
19.1%
49
3
Corporations
3.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 12, 2026
Discretionary100.0%
$183M
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.
Total AUM$183M
Total Accounts526
10Y AUM Change+$183M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* 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.