RIA Intel›Advisers›Georgia›WALKER & ASSOCIATES INVESTMENT ADVISORS, INC.

WALKER & ASSOCIATES INVESTMENT ADVISORS, INC.

Advisory

GA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$956K

across 42 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$37M

Non-Discretionary AUM$3M

Discretionary %92.3%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, SC

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

42 clients

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

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AE FINANCIAL & RISK MANAGEMENT, INC.

$40M

THOMAS ASSET MANAGEMENT, LLC

$40M

PAYNE FINANCIAL MANAGEMENT, L.L.C.

$40M

HANKINSON WEALTH MANAGEMENT, INC.

$40M

TRINITY CAPITAL MANAGEMENT, LLP

$40M

ASSOCIATED FINANCIAL PARTNERS, INC.

$41M

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