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WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533File 801-126904
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$178.3M
Bottom 25% of cohort (national)
Discretionary AUM
$178.3M
Clients
65
65 accounts
Employees
5
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 18, 2022
- Principal office
- 142 ATRIUM WAY, COLUMBIA, SC, 29223-6301
- Phone
- 803-462-9395
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $178.3M
- Discretionary AUM
- $178.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 65
- Non-discretionary accounts
- 0
- Total accounts
- 65
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $8.5M |
| High net worth individuals | 18 | $66.5M |
| Pooled investment vehicles | 13 | $89.4M |
| Individuals (other than high net worth individuals) | 33 | $13.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Employees | 4 | 5 |
| 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.