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WALTON FINANCIAL
CRD 331634 · SEC 801-130481
2564 18TH STREET SOUTH, BIRMINGHAM, AL, 35209, United States
Phone
(205) 871-0154
Fax
800-303-7103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.9M
Discretionary AUM
$182.9M
Team
7 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $62.7M |
| High net worth individuals | 49 | $115.7M |
| Corporations/business entities | 8 | $3.8M |
States served
AL, GA, LA, MS, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD