William B. Walkup & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$178,309,872
Total clients
51
35% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
17
Average account size
$3,496,272
About
William B. Walkup & Associates provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities and pooled investment vehicles. The firm manages individual portfolios and stock investment partnerships and coordinates reporting and custody through third‑party custodians.
The adviser employs fundamental and technical analysis and asset‑allocation strategies with a medium‑to‑long‑term, generally low‑turnover approach, permitting clients to impose reasonable account restrictions and receiving at least quarterly reviews. For pooled vehicles the firm provides portfolio selection, oversight, accounting, tax reporting and audited financial statements to investors.
What is distinctive about the firm is its role as sponsor and manager of multiple private investment partnerships—including Columbia Cash Reserves, which represents investments by a meaningful portion of clients—and its practice of creating and administering affiliated entities (Walkup Management Inc.) to market and service loans and provide accounting support. The firm also discloses use of borrowing/margin in accounts and investments in promissory notes and other illiquid assets, and it accepts clients on a selective basis (requiring that clients be known and trusted by the firm’s principals).
Client services
Expertise
Fee options
$0+: 1.0% annually for individual portfolios $0+: 0.9% annually for stock investment partnerships
Minimum fee: $500 annual minimum fee if the total basic fee for an annual period is less than $500.00 Fee-only: Advisory fees charged as a percentage of assets under management; no commissions charged by the firm (fees are negotiable).
Main office location
William B. Walkup & Associates, Inc.
142 Atrium Way
Columbia SC 29223-6301, United States
Number of offices
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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