RIA Intel›Advisers›Florida›WALSH CONSULTING GROUP INC

WALSH CONSULTING GROUP INC

Advisory

DAYTONA BEACH, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,397

of 2,610 advisers by AUM

Average account

$414K

across 200 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, LA, TX

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

78 clients

24 high-net-worth

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

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