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WILLIAM B. WALKUP & ASSOCIATES, INC.

COLUMBIA, SC · CRD 135533 · IAPD ↗ · 803-462-9395

$178.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
13Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — WILLIAM B. WALKUP & ASSOCIATES, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2026 — WILLIAM B. WALKUP & ASSOCIATES, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.