SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Zemenick & Walker Inc
St Louis, MO
CRD 108670
Firm filing updated March 11, 2026 ·
- $2.6BAssets
- 271Clients
- 8Advisory staff
- 271Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals229
- Individuals35
- Charities4
- Pension and profit sharing plans3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 35 | $19.8 million |
| High net worth individuals | 229 | $2.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $28.8 million |
| Charitable organizations | 4 | $94.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts271
People
- Employees11
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108670, SEC file 801-55615.
- Registered with the SEC as an investment advisor (status date on record: June 3, 1998).
Is Zemenick & Walker Inc a fiduciary?
Short answer: Zemenick & Walker Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.