William B. Walkup & Associates, Inc.

Overview

William B. Walkup & Associates, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on fee-based wealth management, charging clients a percentage of assets under management. Its client base spans individuals and families as well as institutional relationships. Advisory services listed include financial planning and discretionary portfolio management for both individuals/small businesses and pooled investment vehicles. The firm is not positioned as an ESG investor and does not identify as a multi-state adviser. It acts in sponsoring and managing pooled vehicles in addition to serving as an advisor, reflecting an operational role beyond purely discretionary account management.

Assets & Accounts

Public Holdings

Investments & Alternatives