# Walls Investment Management Company

> Walls Investment Management Company is a state-registered investment advisory firm in Bluffton, SC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 123440
- Filed as: WALLS INVESTMENT MANAGEMENT COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123440
- AdvisorCensus page: https://advisorcensus.com/firm/walls-investment-management-company-bluffton-sc-123440

## Quick answers

**How is Walls Investment Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Walls Investment Management Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Walls Investment Management Company located?**
Walls Investment Management Company's principal office is in Bluffton, SC, according to its Form ADV.

**Is Walls Investment Management Company registered with the SEC or a state?**
Walls Investment Management Company is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 123440.

**How much does Walls Investment Management Company manage?**
Walls Investment Management Company reports $55,328,608 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Walls Investment Management Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Walls Investment Management Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123440

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,328,608
- Discretionary: $55,328,608
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $50,628,131 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,700,477 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wallsinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walls Investment Management Company (CRD 123440): Form ADV filing data as of October 2026.