# James W. Walker, P.A.

> James W. Walker, P.A. is a state-registered investment advisory firm in Naples, FL, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 110863
- Filed as: JAMES W. WALKER, P.A.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110863
- AdvisorCensus page: https://advisorcensus.com/firm/james-w-walker-p-a-naples-fl-110863

## Quick answers

**How is James W. Walker, P.A. compensated?**
On its Form ADV (Item 5.E, October 2026), James W. Walker, P.A. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is James W. Walker, P.A. located?**
James W. Walker, P.A.'s principal office is in Naples, FL, according to its Form ADV.

**Is James W. Walker, P.A. registered with the SEC or a state?**
James W. Walker, P.A. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 110863.

**How much does James W. Walker, P.A. manage?**
James W. Walker, P.A. reports $3,582,550 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does James W. Walker, P.A. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (1).

**Does James W. 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/110863

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,582,550
- Discretionary: $3,582,550
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $256,716 |
| High net worth individuals | 3 | $3,325,834 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 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)
- jameswalkercpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. James W. Walker, P.A. (CRD 110863): Form ADV filing data as of October 2026.