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WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533 · SEC 801-126904
142 ATRIUM WAY, COLUMBIA, SC, 29223-6301, United States
Phone
803-462-9395
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.3M
Discretionary AUM
$178.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $13.9M |
| High net worth individuals | 18 | $66.5M |
| Pooled investment vehicles | 13 | $89.4M |
| Corporations/business entities | 1 | $8.5M |
States served
SC
Official SEC filing: View on IAPD