Investment adviser · CRD 135533
WILLIAM B. WALKUP & ASSOCIATES, INC.
Investment adviser filing (IA)
COLUMBIA, SC, United States · Form ADV filed Aug 13, 2026
- Regulatory AUM
- $178M Form ADV · Item 5.F
- Client accounts
- 65 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 13 | $89,444,426 | 50.2% |
| High-net-worth individuals | 18 | $66,475,653 | 37.3% |
| Individuals | 33 | $13,885,154 | 7.8% |
| Corporations & businesses | 1 | $8,504,639 | 4.8% |
Filing source
Form ADV 2125461 · Aug 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
18 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EQUITY 99 LLCPrivate Equity Fund · Last reported Aug 13, 2026$27.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-5958139284
- Reported beneficial owners
- 57
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COLUMBIA CASH RESERVES. LLCPrivate Equity Fund · Last reported Aug 13, 2026$26.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-1911263003
- Reported beneficial owners
- 95
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EQUITY 97 LLCPrivate Equity Fund · Last reported Aug 13, 2026$12.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-7984533352
- Reported beneficial owners
- 19
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EQUITY 96 LLCPrivate Equity Fund · Last reported Aug 13, 2026$9.03MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-8607980128
- Reported beneficial owners
- 36
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EQUITY 83 LLCPrivate Equity Fund · Last reported Aug 13, 2026$8.65MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-8309800416
- Reported beneficial owners
- 38
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EQUITY 95 LLCPrivate Equity Fund · Last reported Aug 13, 2026$3.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-7593721041
- Reported beneficial owners
- 19
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EQUITY 86 LLCPrivate Equity Fund · Last reported Aug 13, 2026$3.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ASSURANCE DIMENSIONS
PCAOB 5036
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-8945573581
- Reported beneficial owners
- 24
- Minimum commitment
- $10K
Form ADV 2125461 · Aug 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
142 ATRIUM WAYCOLUMBIA, SC, 29223-6301, United States
CRD 135533
Filing source
Form ADV 2125461 · Aug 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.