WALTON RAHAL CPAS PLLC

Overview

Walton Rahal Cpas Pllc operates as an accountant-led advisory practice that provides portfolio management to individuals and small businesses. The firm’s advisory activity is focused on discretionary management of client portfolios, with a pronounced reliance on pooled public funds rather than direct-stock strategies. Their client base is largely individual and family households, and the firm uses a mix of fee structures—percentage of assets under management, hourly billing, and fixed fees—allowing flexibility for both ongoing investment management and project-based engagements. Investment preferences skew toward broad public mutual funds and other pooled vehicles, rather than direct equity ownership or specialized alternative allocations. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant advisor. Given the accounting background of the business, tax-aware allocation and cash-flow planning are likely embedded in portfolio decisions, particularly for smaller family and business-owner relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices