# Walker & Associates

> Walker & Associates is a state-registered investment advisory firm in Tybee Island, GA, registered since 1993, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 125283
- Filed as: WALKER & ASSOCIATES
- Legal name: Walker & Associates Investment Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tybee Island, GA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125283
- AdvisorCensus page: https://advisorcensus.com/firm/walker-and-associates-tybee-island-ga-125283

## Quick answers

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

**Where is Walker & Associates located?**
Walker & Associates' principal office is in Tybee Island, GA, according to its Form ADV.

**Is Walker & Associates registered with the SEC or a state?**
Walker & Associates is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 125283.

**How much does Walker & Associates manage?**
Walker & Associates reports $40,169,891 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (92% discretionary).

**What types of clients does Walker & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Does 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/125283

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,169,891
- Discretionary: $37,070,434
- Non-discretionary: $3,099,457

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $40,169,891 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walker & Associates (CRD 125283): Form ADV filing data as of October 2026.