{"url":"https://nivawealth.com/firms/zemenick-and-walker-108670","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108670","regulatoryAum":2630197275,"crd":"108670","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4401718","suffix":null,"lastName":"BEST","firstName":"JONATHAN","middleName":"A"},{"crd":"6731684","suffix":null,"lastName":"Bonastia","firstName":"Joseph","middleName":"Paul"},{"crd":"7460396","suffix":null,"lastName":"DIRKSEN","firstName":"ALEX","middleName":"BRIAN"},{"crd":"4373672","suffix":null,"lastName":"GRIESEDIECK","firstName":"CHRIS","middleName":"GERARD"},{"crd":"5629269","suffix":null,"lastName":"HILL","firstName":"KRYSTAL","middleName":"MARIE"},{"crd":"3184879","suffix":null,"lastName":"JOHNSON","firstName":"JOHN","middleName":"MICHAEL"},{"crd":"5376155","suffix":null,"lastName":"SCHULZ","firstName":"BRYAN","middleName":"LEON"},{"crd":"4549635","suffix":"III","lastName":"STUDE","firstName":"WILLIAM","middleName":"CARL"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":2204881568,"clients":223,"employees":10,"offices":1},{"filedOn":"2022-03-15","regulatoryAum":2557976206,"clients":237,"employees":10,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":1959089038,"clients":231,"employees":11,"offices":1},{"filedOn":"2024-03-18","regulatoryAum":2234375408,"clients":245,"employees":11,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":2429555523,"clients":256,"employees":11,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":2630197275,"clients":271,"employees":11,"offices":1}],"secFileNumber":"801-55615","legalName":"Zemenick & Walker Inc","displayName":"Zemenick & Walker","slug":"zemenick-and-walker-108670","website":"https://zandw.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/108670/6849a953ce20edd2-r1.webp","tone":"light","width":698,"height":200,"sourceUrl":"https://zandw.com/","sourceLabel":"Zemenick & Walker INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Missouri corporation","fiscalYearEnd":"December","headquarters":{"street":"1401 S. 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Brentwood BLVD., Suite 550","city":"St Louis","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-862-5525","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":17},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":54},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108670/PDF/108670.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017107","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Zemenick & Walker have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Zemenick & Walker offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Zemenick & Walker charge?","answer":"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.","source":"ZEMENICK & WALKER, INC., filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Zemenick & Walker use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Zemenick & Walker have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Zemenick & Walker invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Zemenick & Walker?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Zemenick & Walker get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Zemenick & Walker registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Zemenick & Walker?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}