Zemenick & Walker provides portfolio management for individuals and small businesses.
Zemenick & Walker reports 271 clients. They include 229 high-net-worth individuals, 35 individual clients and 4 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $2.63B across 271 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | <1% |
| High-net-worth individuals | 85% | 95% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 35 | $19.8M | 0.8% | $567K |
| High-net-worth individuals | 229 | $2.49B | 94.6% | $10.9M |
| Pension and profit-sharing plans | 3 | $28.8M | 1.1% | $9.59M |
| Charitable organizations | 4 | $94M | 3.6% | $23.5M |
| Total | 271 | $2.63B | 100% | $9.71M |
- Clients
- 35
- Regulatory AUM
- $19.8M
- AUM share
- 0.8%
- Avg. per client
- $567K
- Clients
- 229
- Regulatory AUM
- $2.49B
- AUM share
- 94.6%
- Avg. per client
- $10.9M
- Clients
- 3
- Regulatory AUM
- $28.8M
- AUM share
- 1.1%
- Avg. per client
- $9.59M
- Clients
- 4
- Regulatory AUM
- $94M
- AUM share
- 3.6%
- Avg. per client
- $23.5M
Total
- Clients
- 271
- Regulatory AUM
- $2.63B
- AUM share
- 100%
- Avg. per client
- $9.71M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Zemenick & Walker charges 0.125%–0.50% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$4M | 0.50% |
| $4M–$7M | 0.375% |
| $7M–$10M | 0.25% |
| $10M and above | 0.125% |
Fee details and sources
The leadership team of Zemenick & Walker includes President Jonathan Best and Chief Compliance Officer John Johnson. It has 11 employees, 8 of them in advisory roles.
Leadership
- Jonathan BestVice President
- John JohnsonPresident, Managing Director & Chief Compliance Officer
- Bryan SchulzVice President
- William StudeExecutive Vice President & Managing Director
- Chris GriesedieckChairman & Managing Director
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Jonathan A Best
- Joseph Paul Bonastia
- Alex Brian Dirksen
- Chris Gerard Griesedieck
- Krystal Marie Hill
- John Michael Johnson
- Bryan Leon Schulz
- William Carl Stude III
Staff
- 11 employees
- 8 in advisory functions
- 8 state-registered reps
- Owns 10% to 25% of Zemenick & Walker Inc
Chris Griesedieck
Control person · since January 2005
- Owns 10% to 25% of Zemenick & Walker Inc
John Johnson
Control person · since January 2005
- Owns 10% to 25% of Zemenick & Walker Inc
William Stude
Control person · since January 2005
- Owns 10% to 25% of Zemenick & Walker Inc
Bryan Schulz
Control person · since January 2016
- Owns 10% to 25% of Zemenick & Walker Inc
Jonathan Best
Control person · since January 2016
Zemenick & Walker’s regulatory assets grew from $2.2B (March 2021) to $2.63B (March 2026); clients rose from 223 to 271 and employees from 10 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.63B | 271 | 11 | 1 |
| March 2025 | $2.43B | 256 | 11 | 1 |
| March 2024 | $2.23B | 245 | 11 | 1 |
| March 2023 | $1.96B | 231 | 11 | 1 |
| March 2022 | $2.56B | 237 | 10 | 1 |
| March 2021 | $2.2B | 223 | 10 | 1 |
Besides its headquarters, Zemenick & Walker has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 1401 S. Brentwood BLVD., Suite 550, St LouisHQ
Contact and registration details
- Legal name
- Zemenick & Walker Inc
- Headquarters
- 1401 S. Brentwood BLVD., Suite 550, St Louis, MO 63144
- Website
- zandw.com
- Phone
- 314-862-5525
- SEC file
- 801-55615
- Structure
- Missouri corporation
- Fiscal year end
- December
Zemenick & Walker uses Charles Schwab ($2.42B) as custodian for its separately managed accounts. Zemenick & Walker has custody of $1.67B in client assets for 246 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.42B100%
At year end, Zemenick & Walker’s separately managed accounts were mostly in funds (54%) and bonds (30%).
What the accounts hold
- Stocks12%
- Funds54%
- Bonds30%
- State and local bonds17%
- U.S. government and agency bonds9%
- Investment grade corporate bonds4%
- Cash4%
How many clients does Zemenick & Walker have?
Zemenick & Walker has 271 clients and manages $2.63 billion for them, as of March 2026. They include 229 high-net-worth individuals, 35 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Zemenick & Walker offer?
Zemenick & Walker provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Zemenick & Walker charge?
Zemenick & Walker charges 0.125%–0.50% a year for its Standard fee schedule. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Zemenick & Walker use?
Zemenick & Walker’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.42B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Zemenick & Walker have?
Zemenick & Walker has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Zemenick & Walker invest in?
At the end of its last fiscal year, Zemenick & Walker’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 17% state and local bonds, 12% exchange-traded equities, 9% U.S. government and agency bonds, 4% investment grade corporate bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Zemenick & Walker?
Zemenick & Walker’s direct owners are Chris Griesedieck, John Johnson, William Stude, Bryan Schulz and Jonathan Best, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Zemenick & Walker get paid?
Zemenick & Walker is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Zemenick & Walker registered with the SEC?
Yes, Zemenick & Walker has been registered with the SEC as an investment adviser since 3 June 1998. Its CRD number is 108670 and its SEC file number is 801-55615.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact Zemenick & Walker?
Zemenick & Walker’s main office is at 1401 S. Brentwood BLVD., Suite 550, St Louis, MO 63144. Its phone number is 314-862-5525. Its website is zandw.com.