WALLACE CAPITAL MANAGEMENT, INC.

CRD 119174File 801-70100

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.49B

Above cohort median (national)

Discretionary AUM

$1.46B

Non-discretionary $24.2M

Clients

487

491 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Apr 30, 2009
Principal office: 100 CRESCENT COURT, SUITE 1190, DALLAS, TX, 75201
Phone: 214-303-0200
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.49B
Discretionary AUM: $1.46B
Non-discretionary AUM: $24.2M
Discretionary accounts: 479
Non-discretionary accounts: 12
Total accounts: 491
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	65	$325.6M
Charitable organizations	6	$41.4M
High net worth individuals	262	$912.2M
Pooled investment vehicles	1	$142.7M
Individuals (other than high net worth individuals)	153	$67.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.