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Advisor

Christopher Walkup

William B. Walkup & Associates · Columbia, South Carolina

Christopher Walkup is a fee-only financial advisor at William B. Walkup & Associates in Columbia, South Carolina, who holds the CFA credential. William B. Walkup & Associates reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmWilliam B. Walkup & Associates
Based in Columbia, South Carolina
Fee model (firm's Form ADV)Percentage of assets
Assets under management$178.3M across 65 accounts
CredentialsCFA
SEC registration Investment adviser representative in SC · CRD 3161471
Exams passedSeries 65 (1998)
Firm size5 employees
Disclosures None reported

How Christopher's firm compares

  • William B. Walkup & Associates's average account is about $2.7 million, from its Form ADV (assets managed divided by 65 accounts).

What fee-only advisors charge in South Carolina

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Questions about Christopher

Is Christopher Walkup a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and William B. Walkup & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christopher charge for financial advice?

Christopher's firm, William B. Walkup & Associates, reports charging a percentage of assets on its SEC Form ADV.

Where is Christopher Walkup based?

Christopher Walkup is based in Columbia, South Carolina.

What credentials does Christopher Walkup hold?

Christopher Walkup holds the CFA credential.

Is Christopher Walkup registered with the SEC?

Yes. Christopher Walkup is registered as an investment adviser representative in SC (CRD 3161471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does William B. Walkup & Associates manage?

William B. Walkup & Associates reports $178.3M across 65 accounts in assets under management.

How do I contact Christopher Walkup?

Contact details aren't on file yet. Search for William B. Walkup & Associates.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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