Wallick Investments, LLC
● SEC registered since 2025CRD 162976SEC# 801-133719Columbia, SC
Reg. AUM
$126.5M
Employees
5
Accounts
637
Location
Columbia, SC
Wallick Investments, LLC assets under management
Wallick Investments, LLC is an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 2025. It reports $126.5 million in regulatory assets under management and employs 5 people.
Wallick Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel T Wallick Control | Managing Partner, Chief Compliance Officer, Chief Investments Officer | 50-75% | 2005 |
| Jesse Wade Stinnette Control | Capital Partner/Portfolio Manager | 10-25% | 2015 |
| Patricia A Stoner | Capital Partner | 5-10% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Wallick Investments, LLC manage?
Wallick Investments, LLC reports $126.5 million in regulatory assets under management on its Form ADV.
How many employees does Wallick Investments, LLC have?
Wallick Investments, LLC reports 5 employees.
Where is Wallick Investments, LLC located?
Wallick Investments, LLC is based in Columbia, SC and has been SEC-registered since 2025.
Does Wallick Investments, LLC disclose fund performance?
Wallick Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2118 Lincoln Street, Columbia, SC 29201 |
| Phone | 803-699-9400 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 13%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $126.5M