William B. Walkup & Associates, Inc.
William B. Walkup & Associates, Inc. is an SEC-registered wealth manager in Columbia, SC with $178.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns William B. Walkup & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135533, SEC 801-126904, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $178.3M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Columbia, SC
- Employees
- 4
- Clients
- 65
- CRD
- 135533
- Ownership
- WALKUP, CHRISTOPHER, JOEL; WALKUP, WILLIAM; WALKUP, WILLIAM, BASKIN; NEWSOME, RICHARD, BRANTLEY
How much AUM does William B. Walkup & Associates, Inc. have?
William B. Walkup & Associates, Inc. reported $178.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns William B. Walkup & Associates, Inc.?
Disclosed owners and executives of William B. Walkup & Associates, Inc. include WALKUP, CHRISTOPHER, JOEL, WALKUP, WILLIAM, WALKUP, WILLIAM, BASKIN, NEWSOME, RICHARD, BRANTLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.