CRD: 123440
Walls Investment Management Company
$55.3M Total AUM
$55.3M Disc. AUM
-- 3Y CAGR
4 Employees
111 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-1996
- Office Locations
- 2
Office Locations
102 Buckwalter Parkway Suite 3Y Bluffton SC
110 Traders Cross Bluffton SC
About Walls Investment Management Company
Walls Investment Management Company is a Bluffton, SC-based RIA providing proactive financial planning and investment management for individuals and select institutional relationships, including entrepreneurs. The team-led approach spans portfolio construction with a notable fixed-income and ETF tilt, alongside insurance, tax, and estate planning support; custody includes Charles Schwab.
Team overview
74 AVG AGE
$27.7M AVG AUM / ADVISOR
$498.5K AVG AUM / CLIENT
22.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD JAMES WALLS
Chief Investment Officer, Owner
- CRD
- #809189
- Ownership
- 75% or more
Available
Available
Available
R
RICHARD J WALLS JR.
Advisor
- CRD
- #5424354
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,328,608 | $220,690 |
| Non-Discretionary | $0 | $5,000,000 |
| Total | $55,328,608 | $410,596 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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