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David Scott Walker

Investment adviser representative at Austin Asset
15 yearsExperience
1 stateRegistered in
$1.9BFirm assets
38 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Austin AssetMay 2026 to now
  2. Charles Schwab Bank SsbJul 2024 to May 2026
  3. TD Ameritrade Investment Management, LLCApr 2022 to Jun 2024
  4. TD Ameritrade, Inc.Apr 2022 to Jun 2024
  5. Charles Schwab Bank, SsbJun 2020 to Apr 2022
  6. Charles Schwab & Co., Inc.Nov 2016 to May 2026
  7. Christians United for Israel (cufi)Mar 2011 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Austin Asset

Legal name: Austin Asset Management Co

$1.9BAssets managed
458Clients
15Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6727111
Firm CRD
105441
Advisor's SEC record (opens in a new tab)
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