Active
WILLIAM B. WALKUP & ASSOCIATES, INC.
Investment Advice|COLUMBIA, SC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$159M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 159.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 135533 |
| SEC Number | 801-126904 |
| Street Address | 142 ATRIUM WAY |
| Location | COLUMBIA, SC 29223-6301 |
| Country | United States |
| Phone | 803-462-9395 |
| Fax | 803-462-9396 |
| Total Employees | 4 |
Client Count by Type (64 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 35 |
| High Net Worth Individual… | 15 |
| Pooled Investment Vehicle… | 13 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF CAYCE
CITY OF COLUMBIA
CITY OF WEST COLUMBIA
COUNTY OF LEXINGTON
COUNTY OF RICHLAND
TOWN OF CHAPIN
TOWN OF GASTON
TOWN OF GILBERT
TOWN OF IRMO
TOWN OF LEXINGTON
TOWN OF PELION
TOWN OF PINE RIDGE
TOWN OF SOUTH CONGAREE
TOWN OF SPRINGDALE
TOWN OF SUMMIT
TOWN OF SWANSEA
WIL LOU GRAY OPPORTUNITY SCHOOL
CITY OF CAYCE
CITY OF COLUMBIA
CITY OF WEST COLUMBIA
COUNTY OF LEXINGTON
COUNTY OF RICHLAND
TOWN OF CHAPIN
TOWN OF GASTON
TOWN OF GILBERT
TOWN OF IRMO
TOWN OF LEXINGTON
TOWN OF PELION
TOWN OF PINE RIDGE
TOWN OF SOUTH CONGAREE
TOWN OF SPRINGDALE
TOWN OF SUMMIT
TOWN OF SWANSEA
WIL LOU GRAY OPPORTUNITY SCHOOL
CITY OF CAYCE
CITY OF COLUMBIA
CITY OF WEST COLUMBIA
COUNTY OF LEXINGTON
COUNTY OF RICHLAND
TOWN OF CHAPIN
TOWN OF GASTON
TOWN OF GILBERT
TOWN OF IRMO
TOWN OF LEXINGTON
TOWN OF PELION
TOWN OF PINE RIDGE
TOWN OF SOUTH CONGAREE
TOWN OF SPRINGDALE
TOWN OF SUMMIT
TOWN OF SWANSEA
WIL LOU GRAY OPPORTUNITY SCHOOL
Municipal Government
17 Active
17
Organizations
CENTRAL MIDLANDS COUNCIL OF GOVERNMENTS
COLUMBIA AIRPORT POLICE
EAST RICHLAND COUNTY PUBLIC SERVICE DISTRICT
GASTON RURAL COMMUNITY WATER DISTRICT
GILBERT-SUMMIT FIRE DISTRICT
GILBERT-SUMMIT RURAL COMMUNITY WATER DISTRICT
IRMO-CHAPIN RECREATION COMMISSION
IRMO FIRE DISTRICT
LAKE MURRAY FIRE DISTRICT
LEXINGTON COUNTY HEALTH SERVICES DISTRICT
LEXINGTON COUNTY JOINT MUNICIPAL WATER AND SEWER AUTHORITY
LEXINGTON COUNTY RECREATION (AND AGING) COMMISSION
LEXINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
RICHLAND COUNTY RECREATION COMMISSION
RICHLAND-LEXINGTON AIRPORT DISTRICT
CENTRAL MIDLANDS COUNCIL OF GOVERNMENTS
COLUMBIA AIRPORT POLICE
EAST RICHLAND COUNTY PUBLIC SERVICE DISTRICT
GASTON RURAL COMMUNITY WATER DISTRICT
GILBERT-SUMMIT FIRE DISTRICT
GILBERT-SUMMIT RURAL COMMUNITY WATER DISTRICT
IRMO-CHAPIN RECREATION COMMISSION
IRMO FIRE DISTRICT
LAKE MURRAY FIRE DISTRICT
LEXINGTON COUNTY HEALTH SERVICES DISTRICT
LEXINGTON COUNTY JOINT MUNICIPAL WATER AND SEWER AUTHORITY
LEXINGTON COUNTY RECREATION (AND AGING) COMMISSION
LEXINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
RICHLAND COUNTY RECREATION COMMISSION
RICHLAND-LEXINGTON AIRPORT DISTRICT
CENTRAL MIDLANDS COUNCIL OF GOVERNMENTS
COLUMBIA AIRPORT POLICE
EAST RICHLAND COUNTY PUBLIC SERVICE DISTRICT
GASTON RURAL COMMUNITY WATER DISTRICT
GILBERT-SUMMIT FIRE DISTRICT
GILBERT-SUMMIT RURAL COMMUNITY WATER DISTRICT
IRMO-CHAPIN RECREATION COMMISSION
IRMO FIRE DISTRICT
LAKE MURRAY FIRE DISTRICT
LEXINGTON COUNTY HEALTH SERVICES DISTRICT
LEXINGTON COUNTY JOINT MUNICIPAL WATER AND SEWER AUTHORITY
LEXINGTON COUNTY RECREATION (AND AGING) COMMISSION
LEXINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
RICHLAND COUNTY RECREATION COMMISSION
RICHLAND-LEXINGTON AIRPORT DISTRICT
Special District
15 Active
15
Organizations
LEXINGTON CO SCH DIST 1
LEXINGTON CO SCH DIST 2
LEXINGTON CO SCH DIST 3
LEXINGTON CO SCH DIST 4
LEXINGTON & RICHLAND CO SCH DISTRICT 5
LEXINGTON SCHOOL DISTRICT 2
SOUTH CAROLINA PUBLIC CHARTER SCHOOL DISTRICT
LEXINGTON CO SCH DIST 1
LEXINGTON CO SCH DIST 2
LEXINGTON CO SCH DIST 3
LEXINGTON CO SCH DIST 4
LEXINGTON & RICHLAND CO SCH DISTRICT 5
LEXINGTON SCHOOL DISTRICT 2
SOUTH CAROLINA PUBLIC CHARTER SCHOOL DISTRICT
LEXINGTON CO SCH DIST 1
LEXINGTON CO SCH DIST 2
LEXINGTON CO SCH DIST 3
LEXINGTON CO SCH DIST 4
LEXINGTON & RICHLAND CO SCH DISTRICT 5
LEXINGTON SCHOOL DISTRICT 2
SOUTH CAROLINA PUBLIC CHARTER SCHOOL DISTRICT
School District
7 Active
7
Organizations
100 BLACK MEN OF GREATER COLUMBIA INC
1623 MARION STREET
180 COMMUNITY CENTER
1 GOAL
1ST BATTALION 7TH MARINES VIETNAM ASSOCIATION
22112 OPTIMIST CLUB OF IRMO SC
2-4 LIFE PROJECT
2ND CHANCE MENTORING
360 ACHIEVE
371ST HISTORICAL SOCIETY
3 BALL ELITE
3BG
3BG
3 RIVERS MUSIC FESTIVAL
3 TIER FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LIFE ANIMAL RESCUE
4MYLIFERX
4RUNNERS4CHRIST
100 BLACK MEN OF GREATER COLUMBIA INC
1623 MARION STREET
180 COMMUNITY CENTER
1 GOAL
1ST BATTALION 7TH MARINES VIETNAM ASSOCIATION
22112 OPTIMIST CLUB OF IRMO SC
2-4 LIFE PROJECT
2ND CHANCE MENTORING
360 ACHIEVE
371ST HISTORICAL SOCIETY
3 BALL ELITE
3BG
3BG
3 RIVERS MUSIC FESTIVAL
3 TIER FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LIFE ANIMAL RESCUE
4MYLIFERX
4RUNNERS4CHRIST
100 BLACK MEN OF GREATER COLUMBIA INC
1623 MARION STREET
180 COMMUNITY CENTER
1 GOAL
1ST BATTALION 7TH MARINES VIETNAM ASSOCIATION
22112 OPTIMIST CLUB OF IRMO SC
2-4 LIFE PROJECT
2ND CHANCE MENTORING
360 ACHIEVE
371ST HISTORICAL SOCIETY
3 BALL ELITE
3BG
3BG
3 RIVERS MUSIC FESTIVAL
3 TIER FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LIFE ANIMAL RESCUE
4MYLIFERX
4RUNNERS4CHRIST
Nonprofit Organization
3949 Active
3949
Organizations
Community Partners89 organizations
CITY OF CAYCE
Municipal Government·CAYCE
CITY OF COLUMBIA
Municipal Government·COLUMBIA
CITY OF WEST COLUMBIA
Municipal Government·WEST COLUMBIA
COUNTY OF RICHLAND
Municipal Government·COLUMBIA
TOWN OF CHAPIN
Municipal Government·CHAPIN
TOWN OF GILBERT
Municipal Government·GILBERT
TOWN OF IRMO
Municipal Government·IRMO
TOWN OF LEXINGTON
Municipal Government·LEXINGTON
TOWN OF PELION
Municipal Government·PELION
TOWN OF SUMMIT
Municipal Government·LEESVILLE
TOWN OF SWANSEA
Municipal Government·SWANSEA
WIL LOU GRAY OPPORTUNITY SCHOOL
Municipal Government·WEST COLUMBIA
CENTRAL MIDLANDS COUNCIL OF GOVERNMENTS
Special District·COLUMBIA
COLUMBIA AIRPORT POLICE
Special District·WEST COLUMBIA
GASTON RURAL COMMUNITY WATER DISTRICT
Special District·GASTON
GILBERT-SUMMIT FIRE DISTRICT
Special District·LEXINGTON
LAKE MURRAY FIRE DISTRICT
Special District·LEXINGTON
LEXINGTON COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·LEXINGTON
RICHLAND COUNTY RECREATION COMMISSION
Special District·COLUMBIA
SOUTH CAROLINA PUBLIC CHARTER SCHOOL DISTRICT
School District·COLUMBIA
100 BLACK MEN OF GREATER COLUMBIA INC
Nonprofit Organization·COLUMBIA
1623 MARION STREET
Nonprofit Organization·Columbia
180 COMMUNITY CENTER
Nonprofit Organization·Columbia
1 GOAL
Nonprofit Organization·Columbia
1ST BATTALION 7TH MARINES VIETNAM ASSOCIATION
Nonprofit Organization·LEESVILLE
22112 OPTIMIST CLUB OF IRMO SC
Nonprofit Organization·COLUMBIA
2-4 LIFE PROJECT
Nonprofit Organization·COLUMBIA
2ND CHANCE MENTORING
Nonprofit Organization·Columbia
360 ACHIEVE
Nonprofit Organization·Columbia
371ST HISTORICAL SOCIETY
Nonprofit Organization·columbia
3 BALL ELITE
Nonprofit Organization·Columbia
3BG
Nonprofit Organization·WEST COLUMBIA
3BG
Nonprofit Organization·West Columbia
3 RIVERS MUSIC FESTIVAL
Nonprofit Organization·Columbia
3 TIER FOUNDATION INC
Nonprofit Organization·COLUMBIA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lexington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Swansea
4LIFE ANIMAL RESCUE
Nonprofit Organization·Columbia
4MYLIFERX
Nonprofit Organization·Columbia
4RUNNERS4CHRIST
Nonprofit Organization·Columbia
701 Center for Contemporary Art
Nonprofit Organization·Columbia
721 Ministries Inc
Nonprofit Organization·Columbia
9 11 REMEMBRANCE FOUNDATION OF SOUTH CAROLINA
Nonprofit Organization·Columbia
9 LIVES CAT RESCUE
Nonprofit Organization·lexington
AAF OF THE MIDLANDS
Nonprofit Organization·COLUMBIA
ABATE CWC INC
Nonprofit Organization·West Columbia
ABATE OF LEXINGTON COUNTY
Nonprofit Organization·Lexington
ABATE OF SOUTH CAROLINA
Nonprofit Organization·West Columbia
ABEDNEGO MINISTRIES
Nonprofit Organization·Lexington
ABIT COMMUNITY DEVELOPMENT GROUP
Nonprofit Organization·Columbia
ABLE SOUTH CAROLINA
Nonprofit Organization·COLUMBIA
ABSOLUTE THEATRE COMPANY
Nonprofit Organization·Columbia
ABUNDANT LIFE EQUIPMENT LENDING LIBRARY CORP
Nonprofit Organization·Columbia
ACADEMIC ANGELS INC
Nonprofit Organization·Columbia
ACADEMY OF CERTIFIED DIABETES EDUCATORS
Nonprofit Organization·Columbia
ACCESS LEISURE
Nonprofit Organization·Columbia
ACCESS OPPORTUNITY SOUTH CAROLINA
Nonprofit Organization·Columbia
ACE MENTOR PROGRAM OF THE MIDLANDS INC
Nonprofit Organization·COLUMBIA
Acercamiento Hispano
Nonprofit Organization·Columbia
AC FLORA BAND BOOSTER CLUB
Nonprofit Organization·Columbia
AC Flora High School Athletic Booster
Nonprofit Organization·Columbia
AC Flora PTO
Nonprofit Organization·Columbia
A C MOORE EDUCATIONAL FOUNDATION
Nonprofit Organization·Columbia
ACQUIRING QUALITY CARE INC
Nonprofit Organization·COLUMBIA
ADAP ENTERPRISES INC
Nonprofit Organization·COLUMBIA
ADCPA ACADEMY OF DENTAL CPAS
Nonprofit Organization·COLUMBIA
ADJUTANT GENERALS CORPS REGIMENTAL ASSOCIATION AGCRA INC
Nonprofit Organization·COLUMBIA
ADLY PUBLICATIONS
Nonprofit Organization·Columbia
ADODI SOUTHERN REGION
Nonprofit Organization·COLUMBIA
A DREAM FOR THOMAS
Nonprofit Organization·Columbia