{
  "crd_number": 108670,
  "slug": "zemenick-and-walker-inc-st-louis-mo-108670",
  "primary_business_name": "ZEMENICK & WALKER INC",
  "legal_name": "ZEMENICK & WALKER INC",
  "dbas": [],
  "city": "St Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-06-03",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 2630197275.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 2630197275.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 93955510.0,
      "count": 4
    },
    "individuals": {
      "raum": 19829989.0,
      "count": 35
    },
    "pension_profit_sharing": {
      "raum": 28782257.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 2487629519.0,
      "count": 229
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "MO",
    "TN",
    "TX"
  ],
  "websites": [
    "https://zandw.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108670",
  "city_as_filed": "ST LOUIS",
  "url": "https://advisorcensus.com/firm/zemenick-and-walker-inc-st-louis-mo-108670",
  "display_name": "Zemenick & Walker Inc",
  "summary": "Zemenick & Walker Inc is an SEC-registered investment advisory firm in St Louis, MO, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Zemenick & Walker Inc (CRD 108670): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Zemenick & Walker Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Zemenick & Walker Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Zemenick & Walker Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $4,000,000: 0.5% a year; $4,000,000 to $7,000,000: 0.375% a year; $7,000,000 to $10,000,000: 0.25% a year; Above $10,000,000: 0.125% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Zemenick & Walker Inc located?",
      "a": "Zemenick & Walker Inc's principal office is in St Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Zemenick & Walker Inc registered with the SEC or a state?",
      "a": "Zemenick & Walker Inc is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108670."
    },
    {
      "q": "How much does Zemenick & Walker Inc manage?",
      "a": "Zemenick & Walker Inc reports $2,630,197,275 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary)."
    },
    {
      "q": "How have Zemenick & Walker Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Zemenick & Walker Inc: Regulatory assets under management: $2,204,881,568 in the October 2021 data and $2,630,197,275 in the October 2026 data, up 19%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Zemenick & Walker Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (229); individuals (other than high net worth individuals) (35); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Zemenick & Walker Inc use?",
      "a": "Zemenick & Walker Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Zemenick & Walker Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108670"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2204881568.0,
      "total_employees": 10,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2557976206.0,
      "total_employees": 10,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1959089038.0,
      "total_employees": 11,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2234375408.0,
      "total_employees": 11,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2429555523.0,
      "total_employees": 11,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2630197275.0,
      "total_employees": 11,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $4,000,000",
        "rate": "0.5%"
      },
      {
        "band": "$4,000,000 to $7,000,000",
        "rate": "0.375%"
      },
      {
        "band": "$7,000,000 to $10,000,000",
        "rate": "0.25%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.125%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $4,000,000: 0.5% a year",
          "$4,000,000 to $7,000,000: 0.375% a year",
          "$7,000,000 to $10,000,000: 0.25% a year",
          "Above $10,000,000: 0.125% a year"
        ],
        "quotes": [
          "Our standard fee schedule is as follows; however, we reserve the right to offer a reduced fee structure in certain instances: \n \n0.500% per year on assets under management up to $4,000,000 \nPlus 0.375% per year for assets between $4,000,000 and $7,000,000 \nPlus 0.250% per year for assets between $7,000,000 and $10,000,000 \nPlus 0.125% per year for assets over $10,000,000"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 4000000.0,
          "rate_pct": 0.5
        },
        {
          "min": 4000000.0,
          "max": 7000000.0,
          "rate_pct": 0.375
        },
        {
          "min": 7000000.0,
          "max": 10000000.0,
          "rate_pct": 0.25
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.125
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our standard fee schedule is as follows; however, we reserve the right to offer a reduced fee structure in certain instances: \n \n0.500% per year on assets under management up to $4,000,000 \nPlus 0.375% per year for assets between $4,000,000 and $7,000,000 \nPlus 0.250% per year for assets between $7,000,000 and $10,000,000 \nPlus 0.125% per year for assets over $10,000,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/zemenick-and-walker-inc-st-louis-mo-108670.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 19829989.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 229,
      "fewer_than_5": false,
      "raum": 2487629519.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 28782257.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 93955510.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108670",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}