ZEMENICK & WALKER INC

RIASEC RegisteredEst. 1998

Total AUM

$2.6B

Discretionary

0% of AUM

Avg account

$9.7M

Accounts

271

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 108670
Registered since: June 3, 1998
Website: www.zandw.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI94.58%
Charitable Organizations3.57%
Pension & Profit Sharing Plans1.09%
Individuals0.75%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zemenick & Walker Inc. is a privately owned corporation providing fee-based portfolio management primarily to individuals, families and some institutional clients. The adviser has been SEC-registered since 1998 and operates as an owner-managed firm that charges a percentage of assets under management. Its public filing classifies its advisory work as portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a pension consultant, and does not present itself as a multi-state or related adviser. The firm has received external recognition over multiple years, including CNBC’s Top 100 Financial Advisory Firms lists (2019, 2020, 2021, 2022 and 2025) and a Top RIA Firms mention from FA Magazine in 2020.