| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Andrew Walton Control | Sole Llc Member, President, Chief Compliance Officer | Over 75% | 2024 |
Walton Financial reports $160.8 million in regulatory assets under management on its Form ADV.
Walton Financial reports 4 employees.
Walton Financial is based in Birmingham, AL and has been SEC-registered since 2024.
Walton Financial is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2564 18th Street South, Birmingham, AL 35209 |
| Phone | (205) 871-0154 |
| Fax | 800-303-7103 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $160.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $160.8M |