Walker Shaw Barron Investment Counsel Inc (Cleveland)

Walker Shaw Barron Investment Counsel Inc is an internet adviser based in Cleveland. It manages $12.68 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Walker Shaw Barron Investment Counsel provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walker Shaw Barron Investment Counsel: assets under management

The assets under management (AUM) of Walker Shaw Barron Investment Counsel Inc is $12.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $845.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Walker Shaw Barron Investment Counsel Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Walker Shaw Barron Investment Counsel Inc

Gary Adelbert Walker has been acting as President since 1 Jun 1991. Melvyn Phillip Shaw joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Adelbert Walker	President	1 Jun 1991	50% - 75%	1161998
Melvyn Phillip Shaw	Vice president	1 Jun 1991	50% - 75%	1186894

Based in Cleveland

The principal office where Walker Shaw Barron Investment Counsel Inc performs its advisory services is located at 23611 Chagrin Blvd, Cleveland, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.