William B. Walkup & Associates, Inc.
● SEC registered since 2022CRD 135533SEC# 801-126904Columbia, SC
Ranks #5,250 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$178.3M
Fund GAV
$105.2M
Private funds
13
Employees
4
Accounts
65
Location
Columbia, SC
William B. Walkup & Associates, Inc. assets under management
William B. Walkup & Associates, Inc. is an investment advisory firm registered with the SEC based in Columbia, SC. The firm has been registered since 2022. It reports $178.3 million in regulatory assets under management and employs 4 people. William B. Walkup & Associates, Inc. manages 13 private funds with combined gross assets of $105.2 million, including Equity 99 LLC. By regulatory assets, it ranks 5,250 of 6,004 private fund managers.
William B. Walkup & Associates, Inc. private funds
13 funds · $105.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equity 99 LLC | Private Equity | $27.5M | $10K |
| Columbia Cash Reserves. LLC | Private Equity | $26.9M | $10K |
| Equity 97 LLC | Private Equity | $12.4M | $10K |
See all 13 funds — unlock the full record.
Join to unlock · $37/moWilliam B. Walkup & Associates, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joel Walkup Control | Cfo | Under 5% | 2001 |
| Richard Brantley Newsome Control | Chief Compliance Officer | Under 5% | 2024 |
| William Baskin Walkup Control | Owner/Investment Advisor Representative | Over 75% | 1992 |
Frequently asked questions
How much does William B. Walkup & Associates, Inc. manage?
William B. Walkup & Associates, Inc. reports $178.3 million in regulatory assets under management on its Form ADV.
How many private funds does William B. Walkup & Associates, Inc. manage?
William B. Walkup & Associates, Inc. manages 13 private funds with combined gross assets of $105.2 million.
How many employees does William B. Walkup & Associates, Inc. have?
William B. Walkup & Associates, Inc. reports 4 employees.
Where is William B. Walkup & Associates, Inc. located?
William B. Walkup & Associates, Inc. is based in Columbia, SC and has been SEC-registered since 2022.
Does William B. Walkup & Associates, Inc. disclose fund performance?
William B. Walkup & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 142 Atrium Way, Columbia, SC 29223-6301 |
| Phone | 803-462-9395 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$178.3Mregulatory AUM
Discretionary $178.3M
Service providers
Auditor
Custodian