RIA Intel›Advisers›Kentucky›ROBERT M WALKER & ASSOCIATES, INC.

ROBERT M WALKER & ASSOCIATES, INC.

Advisory

KY

Data as of Apr 27, 2026 · Source: SEC Form ADV

Average account

$973K

across 14 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKY, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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