# Walsh Financial Consulting

> Walsh Financial Consulting is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 168305
- Filed as: WALSH FINANCIAL CONSULTING
- Legal name: Walsh Financial, PC
- Also doing business as: WALSH INSURANCE AND FINANCIAL SERVICES AGENCY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168305
- AdvisorCensus page: https://advisorcensus.com/firm/walsh-financial-consulting-168305

## Quick answers

**How is Walsh Financial Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), Walsh Financial Consulting reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Walsh Financial Consulting registered with the SEC or a state?**
Walsh Financial Consulting is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168305.

**How have Walsh Financial Consulting's assets and staff changed since 2021?**
In the Form ADV data for Walsh Financial Consulting: Regulatory assets under management: $140,000,000 in the October 2021 data and $211,000,000 in the October 2023 data, up 51%. Total employees: 0 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Walsh Financial Consulting 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/168305

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (12 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,000,000 | 0 | April 1, 2021 |
| October 2022 | $112,000,000 | 0 | March 25, 2022 |
| October 2023 | $211,000,000 | 0 | March 18, 2023 |
| October 2026 | Not reported | 0 | March 23, 2026 |

Regulatory assets under management: $140,000,000 in the October 2021 data and $211,000,000 in the October 2023 data, up 51%.
Total employees: 0 in October 2021 and 0 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walsh Financial Consulting (CRD 168305): Form ADV filing data as of October 2026.