WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD #135533 SEC #801-126904 COLUMBIA, SC 803-462-9395
SEC Registered Private Funds
Total AUM
$159M
Discretionary
$159M
Employees
4
Clients
0
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $159M | $159M | $0 | 4 | 0 |
| Mar 2024 | $152.2M | $152.2M | $0 | 4 | 0 |
| Mar 2023 | $141.4M | $141.4M | $0 | 4 | 0 |
| Nov 2022 | $146.1M | $146.1M | $0 | 4 | 75 |
| Oct 2022 | $146.1M | $146.1M | $0 | 4 | 75 |
| Jun 2012 | $52.1M | $52.1M | $0 | 1 | 26 |
| May 2012 | $52.1M | $52.1M | $0 | 1 | 26 |
| Mar 2012 | $52.1M | $52.1M | $0 | 1 | 26 |
| Mar 2011 | $47.3M | $47.3M | $0 | 5 | -- |
| Apr 2010 | $44.1M | $44.1M | $0 | 5 | -- |
| Mar 2009 | $38M | $38M | $0 | 5 | -- |
| Mar 2007 | $64.8M | $64.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients75
DateOct 2022
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees4
Clients75
DateJun 2012
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--