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William B. Walkup & Associates, Inc. (Columbia)


William B. Walkup & Associates, Inc. is an adviser based in Columbia. It manages $52.05 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.

William B. Walkup & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

William B. Walkup & Associates: assets under management

The assets under management (AUM) of William B. Walkup & Associates, Inc. is $52.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $788.64 thousand each.
William B. Walkup & Associates has custody of $36.7 million in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William B. Walkup & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbia

The principal office where William B. Walkup & Associates, Inc. performs its advisory services is located at 142 Atrium Way, Columbia, SC 29223 6301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-462-9395 or by fax 803-462-9396. The normal business hours are 9 am to 5 pm on Monday - Friday.


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