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ZEMENICK & WALKER INC
CRD 108670File 801-55615
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.63B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.63B
Clients
271
271 accounts
Employees
11
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 3, 1998
- Principal office
- 1401 S. BRENTWOOD BLVD., SUITE 550, ST LOUIS, MO, 63144
- Phone
- 314-862-5525
- Website
- HTTPS://WWW.ZANDW.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.63B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.63B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 271
- Total accounts
- 271
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $94.0M |
| High net worth individuals | 229 | $2.49B |
| Pension and profit sharing plans | 3 | $28.8M |
| Individuals (other than high net worth individuals) | 35 | $19.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 256 | 271 | increased by15 |
| Apr 1, 2026 | AUM | $2,429,555,523 | $2,630,197,275 | increased by$200,641,752 |
| Apr 1, 2026 | Accounts | 256 | 271 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 237 | 256 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,557,976,206 | $2,429,555,523 | decreased by$128,420,683 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 237 | 256 | increased by19 |
| Apr 1, 2022 | Clients | 223 | 237 | increased by14 |
| Apr 1, 2022 | AUM | $2,204,881,568 | $2,557,976,206 | increased by$353,094,638 |
| Apr 1, 2022 | Accounts | 223 | 237 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZEMENICK WALKER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZEMENICK WALKER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.