WILLIAM B. WALKUP & ASSOCIATES, INC.
Columbia, United States · CRD 135533
SEC-registered investment adviser since 2022 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$178.3m
- Main clients (by assets)Private funds 50%, High net worth individuals 37%, Individuals 8%
- Private funds13 · $105.2m gross assets
- Form ADV · 2026-08-13SEC adviser record
- Kindprivate equity
- Others nearbyColumbia, SC
As an employer
- Staff (Form ADV)5 · 4 in investment roles
- Offices in1 country
- Private fundsprivate equity 13