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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-1996
- Office Locations
- 1
Office Locations
About Goar, Endriss & Walker, P.a.
Goar, Endriss & Walker, P.A. is a locally owned Sarasota, FL CPA and advisory firm serving individuals and businesses with personalized tax and financial guidance. The practice supports tax planning and preparation alongside financial, investment and estate planning, with insurance and risk management services. The website provides client-facing tax tools and calculators; advisory assets are custodied at firms such as Schwab and Fidelity.
Team overview
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Investment Themes
Investment Vehicles
Services
Owner & Executives
Shawn Stacey McCray
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
KATHLEEN ROBERTS WALKER
Chief Compliance Officer, Partner
- CRD
- #5243584
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,401 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,401 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,000,401
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,375,554,075 | 35.8% |
| Municipal Bonds | $2,169,849,672 | 32.7% |
| Cash | $2,090,222,160 | 31.5% |
| Total | $6,635,625,907 | 100.0% |