$40.2M Total AUM
$37.1M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-1992
- Office Locations
- 1
Office Locations
-- Tybee Island GA
About Walker & Associates
Walker & Associates is a fee-only RIA providing personal investment management through individually managed portfolios for individuals and businesses. The firm emphasizes bespoke portfolio design and avoids standardized third-party asset-allocation models. Portfolios are largely ETF-based, and client accounts are supported via Schwab Alliance custody and reporting.
Team overview
72 AVG AGE
$40.2M AVG AUM / ADVISOR
$956.4K AVG AUM / CLIENT
27.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
RONALD OLIVER WALKER
President
- CRD
- #1673414
- Ownership
- 75% or more
Available
Available
Available
K
KATHRYN ALYSSA WALKER
President, Vice President
- CRD
- #5361964
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,070,434 | -- |
| Non-Discretionary | $3,099,457 | -- |
| Total | $40,169,891 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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