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| William B Walkup & Associates Inc
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| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034054 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Kinder Morgan Inc | 3.7 | ||
| Travelers Companies Inc | 3.5 | ||
| Northrop Grumman Corp /DE/ | 3.4 | ||
| Nucor Corp | 2.6 | ||
| Morgan Stanley | 2.5 | ||
| Lowes Companies Inc | 2.4 | ||
| Conocophillips | 2.4 | ||
| Merck & Co Inc | 2.4 | ||
| Laboratory Corp of America Holdings | 2.2 | ||
| Horton D R Inc /DE/ | 2.2 | ||
| Johnson & Johnson | 2.1 | ||
| Verizon Communications Inc | 2.0 | ||
| Phillips 66 | 1.9 | ||
| Lilly Eli & Co | 1.9 | ||
| Raymond James Financial Inc | 1.9 | ||
| Intel Corp | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Abbott Laboratories | 1.5 | ||
| CVS Caremark Corp | 1.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | 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 | |
| View All | ||||
| 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
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CO | 180.5 M |
|
Astra Ventures Investment Partners LLC
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|
179.6 M | |
|
Alan B Lancz & Associates Inc
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OH | 175.4 M |
|
RWR Investments LLC
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|
TX | 170.9 M |
|
Seamans Capital Management LLC
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|
MA | 170.7 M |
|
Old Vine Capital LLC
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|
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 |