← Directory
TONY WALKER FINANCIAL
Legal name: WALKER FINANCIAL SERVICES, INC.
CRD 145457File 801-120466
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$373.7M
Below cohort median (national)
Discretionary AUM
$373.7M
Clients
1,828
2,754 accounts
Employees
17
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 5, 2021
- Principal office
- 2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY, 42101
- Phone
- 270-843-9380
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $373.7M
- Discretionary AUM
- $373.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,754
- Non-discretionary accounts
- 0
- Total accounts
- 2,754
- AUM per client
- $204K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $42.7M |
| Individuals (other than high net worth individuals) | 1,772 | $331.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.