Walton Financial
Walton Financial is an SEC-registered mass-market adviser in Birmingham, AL with $182.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Walton Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331634, SEC 801-130481, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $182.9M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Birmingham, AL
- Employees
- 7
- Clients
- 256
- CRD
- 331634
- Ownership
- WALTON, SCOTT, ANDREW
How much AUM does Walton Financial have?
Walton Financial reported $182.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Walton Financial?
Disclosed owners and executives of Walton Financial include WALTON, SCOTT, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.