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$182.9M Total AUM
$182.9M Disc. AUM
-- 3Y CAGR
7 Employees
256 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2024
- Office Locations
- 2
Office Locations
1800 International Park Drive Suite 10 Birmingham AL
2564 18th Street South Birmingham AL
About Walton Financial
Walton Financial is a Birmingham-based RIA with 2 offices. The firm has been operating for 2 years. Managing $182.9M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$61.0M AVG AUM / ADVISOR
$714.5K AVG AUM / CLIENT
0.7 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SCOTT ANDREW WALTON
Advisor, Chief Compliance Officer, President
- CRD
- #2315752
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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DERRELL GLENN CRIMM
--
- CRD
- #4393758
Available
Available
Available
LISA JEAN GAMBLE
--
- CRD
- #4654650
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,903,769 | $347,726 |
| Non-Discretionary | $0 | -- |
| Total | $182,903,769 | $347,726 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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