WILLIAM B. WALKUP & ASSOCIATES, INC.
B56
CRD 135533·SEC 801-126904·COLUMBIA, SC
AUM
$178.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$535K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 33 |
| Individuals High Net Worth | 18 |
| Pooled Investment Vehicles | 13 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'23'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationColumbia, SC
NationsBank of South Carolina, National AssociationColumbia, SC
Soi Zip Distribution
Stub 1
| AGI | 107,608 |
| Returns | 8,110 |
Stub 2
| AGI | 270,840 |
| Returns | 7,450 |
Stub 3
| AGI | 214,783 |
| Returns | 3,530 |