# Robert M Walker & Associates

> Robert M Walker & Associates is a state-registered investment advisory firm, registered since 1981, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 122671
- Filed as: ROBERT M WALKER & ASSOCIATES
- Legal name: Robert M Walker & Associates, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122671
- AdvisorCensus page: https://advisorcensus.com/firm/robert-m-walker-and-associates-122671

## Quick answers

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

**Is Robert M Walker & Associates registered with the SEC or a state?**
Robert M Walker & Associates is a state-registered investment advisory firm, registered since 1981. Status as filed: APPROVED. CRD 122671.

**How much does Robert M Walker & Associates manage?**
Robert M Walker & Associates reports $13,617,775 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Robert M Walker & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Robert M Walker & Associates 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/122671

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,617,775
- Discretionary: $13,617,775
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $13,617,775 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1981 (45 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robert M Walker & Associates (CRD 122671): Form ADV filing data as of October 2026.