# Goar, Endriss & Walker, P.A.

> Goar, Endriss & Walker, P.A. is a state-registered investment advisory firm in Sarasota, FL, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 142160
- Filed as: GOAR, ENDRISS & WALKER, P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142160
- AdvisorCensus page: https://advisorcensus.com/firm/goar-endriss-and-walker-p-a-sarasota-fl-142160

## Quick answers

**How is Goar, Endriss & Walker, P.A. compensated?**
On its Form ADV (Item 5.E, October 2026), Goar, Endriss & Walker, P.A. reports these compensation arrangements: hourly charges; other.

**Where is Goar, Endriss & Walker, P.A. located?**
Goar, Endriss & Walker, P.A.'s principal office is in Sarasota, FL, according to its Form ADV.

**Is Goar, Endriss & Walker, P.A. registered with the SEC or a state?**
Goar, Endriss & Walker, P.A. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 142160.

**How much does Goar, Endriss & Walker, P.A. manage?**
Goar, Endriss & Walker, P.A. reports $26,000,401 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**Does Goar, Endriss & Walker, P.A. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142160

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $26,000,401
- Discretionary: $26,000,401
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,481,708 |
| High net worth individuals | Fewer than 5 | $24,518,693 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (29 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gewcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goar, Endriss & Walker, P.A. (CRD 142160): Form ADV filing data as of October 2026.