WALLICK INVESTMENTS, LLC
CRD #162976 SEC #801-133719 COLUMBIA, SC 803-699-9400
SEC Registered
Total AUM
$112.4M
Discretionary
$112.4M
Employees
2
Clients
0
Accounts
231
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALLICK, DANIEL, T | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | D | Control |
| WALLICK, DANIEL, T | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | D | Control |
| WALLICK, DANIEL, T | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | D | Control |
| WALLICK, DANIEL, T | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | D | Control |
| WALLICK, DANIEL, T | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | D | Control |
| STINNETTE, JESSE, WADE | I | CAPITAL PARTNER/PORTFOLIO MANAGER | B | Control |
| STINNETTE, JESSE, WADE | I | CAPITAL PARTNER/PORTFOLIO MANAGER | B | Control |
| STINNETTE, JESSE, WADE | I | CAPITAL PARTNER/PORTFOLIO MANAGER | B | Control |
| STINNETTE, JESSE, WADE | I | CAPITAL PARTNER/PORTFOLIO MANAGER | B | Control |
| STINNETTE, JESSE, WADE | I | CAPITAL PARTNER/PORTFOLIO MANAGER | B | Control |
| Wallick, Susan, H | I | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | B | Control |
| Wallick, Susan, H | I | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | B | Control |
| Wallick, Susan, H | I | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | B | Control |
| Wallick, Susan, H | I | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | B | Control |
| Wallick, Susan, H | I | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | B | Control |
| STONER, PATRICIA, A | I | CAPITAL PARTNER | A | |
| STONER, PATRICIA, A | I | CAPITAL PARTNER | A | |
| STONER, PATRICIA, A | I | CAPITAL PARTNER | A | |
| STONER, PATRICIA, A | I | CAPITAL PARTNER | A | |
| STONER, PATRICIA, A | I | CAPITAL PARTNER | A |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (4)
GA NC SC TX
Address
2118 LINCOLN STREETCOLUMBIA, SC 29201
United States
Phone: 803-699-9400