| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel T Wallick Control | Managing Partner, Chief Compliance Officer, Chief Investments Officer | 50-75% | 2005 |
| Jesse Wade Stinnette Control | Capital Partner/Portfolio Manager | 10-25% | 2015 |
| Patricia A Stoner | Capital Partner | 5-10% | 2013 |
Wallick Investments, LLC reports $112.4 million in regulatory assets under management on its Form ADV.
Wallick Investments, LLC reports 3 employees.
Wallick Investments, LLC is based in Columbia, SC and has been SEC-registered since 2025.
Wallick Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2118 Lincoln Street, Columbia, SC 29201 |
| Phone | 803-699-9400 |
| Office hours | 5-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $112.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.4M |