Overview
Assets Under Management: $178 million
Headquarters: COLUMBIA, SC
High-Net-Worth Clients: 18
Average Client Assets: $3.7 million
Frequently Asked Questions
WILLIAM B. WALKUP & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135533), WILLIAM B. WALKUP & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
WILLIAM B. WALKUP & ASSOCIATES, INC. is headquartered in COLUMBIA, SC.
WILLIAM B. WALKUP & ASSOCIATES, INC. serves 18 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, WILLIAM B. WALKUP & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
WILLIAM B. WALKUP & ASSOCIATES, INC. manages $178 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, WILLIAM B. WALKUP & ASSOCIATES, INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.28%
Average Client Assets: $3.7 million
Total Client Accounts: 65
Discretionary Accounts: 65
Regulatory Filings
CRD Number: 135533
Filing ID: 2048366
Last Filing Date: 2026-03-16 19:07:43