Walsh Advisors Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 122628
· Crown Point, IN
· walshadvisorsinc.com
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ADV data as of Jan 22, 2026
- Regulatory AUM
- $82.1M
- Discretionary
- $82.1M
- Clients
- 55
- Avg AUM / client
- $1.5M
- Accounts
- 128
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $10.9M | 13.3% |
| High net worth individuals | 20 | $68.1M | 82.9% |
| Charitable organizations | 1 | $2.9M | 3.51% |
| Corporations and other businesses | 1 | $230K | 0.28% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cynthia B Walsh | Registered representative | Jan 2003 (24y) | ||
| Owen Michael Rush | Registered representative | Jun 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Distributors Company Llc $82.1M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗