William B Walkup & Associates Inc

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William B Walkup & Associates Inc ✚
CRD #	135533
SEC #	801-126904
CIK #	0002034054
AUM	178.3 M (2026-03-16)
Employees	4 (75% Investors, 0% Brokers)
Phone	803-462-9395
Address	142 Atrium Way Columbia, SC 29223-6301
Source	[IAPD] [EDGAR]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Autozone Inc	23.8
	Valero Energy Corp/Tx	10.0
	J P Morgan Chase & Co	7.5
	Home Depot Inc	7.3
	Wal Mart Stores Inc	6.5
	AbbVie Inc	5.5
	UnitedHealth Group Inc	5.4
	Allstate Corp	5.0
	McKesson Corp	4.5
	Eastman Chemical Co	3.9
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	AUM
PE	Capital Growth Investment LLC	2012-03-29	1.4 M
PE	Columbia Cash Reserves LLC	2012-03-29	26.9 M
PE	Equity 83 LLC	2012-03-29	8.7 M
PE	Equity 84 LLC	2012-03-29	2.7 M
PE	Equity 85 LLC	2012-03-29	2.6 M
PE	Equity 86 LLC	2012-03-29	3.6 M
PE	Equity 87 Investment Partnership	2012-03-29	0.2 M
PE	Equity 89 LLC	2012-03-29	2.4 M
PE	Equity 91 Investment Partnership	2012-03-29	0.2 M
PE	Equity 93 LLC	2012-03-29	1.6 M
PE	Equity 94 LLC	2012-03-29	2.6 M
PE	Equity 95 LLC	2012-03-29	3.9 M
PE	Equity 96 LLC	2012-03-29	9.0 M
PE	Equity 97 LLC	2012-03-29	12.4 M
PE	Equity 98 Investment Partnership	2012-03-29	0.7 M
PE	Equity 99 LLC	2012-03-29	27.5 M
PE	Growth Funds 81 Investment Club	2012-03-29	0.4 M
PE	Growth Funds 82 Investment Club	2012-03-29	0.4 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	33	13.9
(b) Individuals (high net worth individuals)	18	66.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	89.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	1	8.5
(n) Other	0	0.0
Total	65	178.3
By Discretionary
Discretionary	65	178.3
Non-Discretionary	0	0.0
Total	65	178.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		178.3
Total	65	178.3

EDGAR Form	CIK	2011 - 2026
13F-HR	[0002034054]

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Serves	Institutional, Retail
Fund Types	Private Equity

Comparable Firms	State	AUM
Mytimeequity LLC ✚	TX	184.0 M
Accelerated Wealth Advisors LLC ✚	CO	180.5 M
Astra Ventures Investment Partners LLC ✚		179.6 M
Alan B Lancz & Associates Inc ✚	OH	175.4 M
RWR Investments LLC ✚	TX	170.9 M
Seamans Capital Management LLC ✚	MA	170.7 M
Old Vine Capital LLC ✚		167.0 M
Peak Capital Management LLC ✚	CO	165.2 M
Capital IP Investment Partners LP ✚		163.5 M
Kingsbury Capital Investment Advisors LLC ✚		162.0 M

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William B Walkup & Associates Inc

Assets, Funds, Holdings