|William B. Walkup & Associates, Inc. is a RIA based in Columbia, SC with $57M in AUM and with 3 advisors nationwide. William Baskin Walkup is the majority owner of the firm and has been in this role with the firm since 1992.|
|Richard Brantley Newsome||Jan 2007|
|William Baskin Walkup||Apr 2009|
|Christopher Joel Walkup||Apr 2009|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- William Baskin Walkup (75% or more)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|William Baskin Walkup||Chief Compliance Officer||09/01/1992|
|Christopher Joel Walkup||CFO||09/01/2001|
No firm affiliates listed.
142 Atrium Way
Columbia , SC 29223-6301
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges