Zemenick & Walker Inc logo

Zemenick & Walker Inc

Updated today

Client assets under management

$2,507,459,508

Clients

264

87% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

33

Very Low

Average account size

$9,497,953

About

Zemenick & Walker, Inc. provides fee-only investment advisory and portfolio management services to high‑net‑worth individuals, foundations and endowments, charitable organizations, pensions and defined contribution retirement plans, managing roughly $2.6 billion in non‑discretionary assets and serving around 270 client relationships as of December 31, 2025. The firm positions itself as an investment manager that works with clients across the lifecycle of account oversight rather than as a broker or product distributor.

The firm follows a team‑based, process‑driven approach that begins with a comprehensive due diligence review and the development of a written Investment Policy outlining asset classes and target allocations; it emphasizes diversification, laddered short‑ to intermediate‑term fixed‑income, and use of no‑load mutual funds, ETFs, separate accounts and some alternative exposures. Zemenick & Walker operates in a non‑discretionary capacity — describing itself as the client’s “Chief Investment Officer” while clients retain final authority, with recommendations implemented only after formal client approval and regular quarterly reviews.

Compared with many multi‑team advisers, Zemenick & Walker is notable for its predominantly non‑discretionary asset base and its stated focus on portfolio management rather than providing discretionary authority — a structure that is relatively uncommon among firms of its category. The brochure also underscores the firm’s independent, fee‑only stance (no performance fees, no acceptance of outside compensation or soft‑dollar arrangements) and its practice of not voting proxies on clients’ behalf, which together distinguish aspects of its governance and conflict‑management approach.

Client services

Portfolio management

Expertise

Wealth management Real estate investing Private / alternative investments

Fee options

Percentage

$0 - $4,000,000: 0.500% per year $4,000,000 - $7,000,000: 0.375% per year $7,000,000 - $10,000,000: 0.250% per year $10,000,000+: 0.125% per year

Other

Fee-only: Fee-only, no commissions or other compensation sources

Main office location

Zemenick & Walker Inc

1401 S. Brentwood Blvd., Suite 550

St Louis MO 63144, United States

Number of offices

1

Most active in

California · Colorado · Florida · Illinois · Missouri · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alex D

CFP®, Series 63, Series 65

St Louis, MO

Zemenick & Walker Inc

Alex Dirksen is a CFP® professional at Zemenick & Walker, Inc. in St. Louis, Missouri, with three years of industry experience. Prior to joining Zemenick & Walker in 2022, he worked at Wells Fargo Clearing Services LLC and US Tech Solutions. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based approach focused on a detailed due diligence process and written Investment Policies, emphasizing diversification and a predominantly non-discretionary model that leaves final investment decisions with clients.

Wealth management Real estate investing Private / alternative investments
user avatar

William S

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

William Stude is a CFP® with 25 years of industry experience and has been with Zemenick & Walker, Inc. since 1999. He is based in St. Louis, MO, and holds a Series 65 license. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, pensions, and defined contribution retirement plans. The firm uses a team-based process with a predominately non-discretionary model, emphasizing diversification and client approval of trades.

Wealth management Real estate investing Private / alternative investments
user avatar

Krystal H

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

Krystal Hill is a CFP® professional with 13 years of industry experience. She has been with Zemenick & Walker, Inc. since 2011. The firm is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. Zemenick & Walker employs a team-based process with a predominately non-discretionary model, emphasizing diversification and client-approved investment decisions.

Wealth management Real estate investing Private / alternative investments
user avatar

John J

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

John Johnson is a CFP® and Series 65 professional with 26 years of experience in the financial industry. He has been with Zemenick & Walker, Inc. since 1998. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on detailed due diligence and client-approved investment strategies, emphasizing diversification and a predominantly non-discretionary model that retains final investment authority with clients.

Wealth management Real estate investing Private / alternative investments
user avatar

Jonathan B

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

Jonathan Best is a CFP® with 18 years of experience in the financial advisory industry. He has been with Zemenick & Walker Inc. since 2002. Based in St. Louis, MO, he holds the Series 65 license. Zemenick & Walker Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based process focused on diversification and a predominately non-discretionary model, allowing clients to retain final investment authority.

Wealth management Real estate investing Private / alternative investments
user avatar

Joseph B

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

Joseph Bonastia is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Zemenick & Walker, Inc. since 2016 and previously was employed at Fifth Third Bank and Xavier University. Zemenick & Walker, Inc. is an independent, fee-only investment adviser serving high-net-worth individuals, foundations, endowments, charitable organizations, and retirement plans. The firm uses a team-based, non-discretionary approach focused on diversification and client-approved investment decisions.

Wealth management Real estate investing Private / alternative investments
user avatar

Chris G

CFP®

St Louis, MO

Zemenick & Walker Inc

Chris Griesedieck is a CFP® professional with 26 years of industry experience, currently serving at Zemenick & Walker, Inc. since 1999. He participates in an investment club with approximately 30 members and holds a role as an advisory director at Central Bank of St. Louis. Zemenick & Walker, Inc. is an independent, fee-only investment adviser that provides portfolio management and financial planning for high-net-worth individuals, foundations, and other institutional clients. The firm uses a team-based approach with a predominately non-discretionary model, emphasizing diversification and formal client approval of trades.

Wealth management Real estate investing Private / alternative investments
user avatar

Bryan S

CFP®, Series 65

St Louis, MO

Zemenick & Walker Inc

Bryan Schulz is a CFP® licensed financial advisor with 18 years of experience at Zemenick & Walker, Inc. in St. Louis, MO, where he has worked since 2001. He serves as the finance director and an unpaid volunteer at Bethel United Methodist Church, managing the church’s endowment fund. Zemenick & Walker, Inc. is an independent, fee-only investment adviser specializing in portfolio management and financial planning for high-net-worth individuals, foundations, and charitable organizations. The firm uses a team-based, non-discretionary approach focused on diversification and detailed written investment policies.

Wealth management Real estate investing Private / alternative investments
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