# WALLICK INVESTMENTS, LLC

WALLICK INVESTMENTS, LLC of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 162976
- Type: SEC-registered investment adviser
- SEC file number: 801-133719
- Location: 2118 LINCOLN STREET, COLUMBIA, SC, 29201
- Phone: 803-699-9400
- Latest filing: 2026-02-05
- Regulatory AUM: $126.5M
- Discretionary AUM: $126.5M
- Clients: 5
- Accounts: 637

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Daniel T Wallick | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | — |
| Patricia A Stoner | CAPITAL PARTNER | — |
| Jesse Wade Stinnette | CAPITAL PARTNER/PORTFOLIO MANAGER | — |
| Susan H Wallick | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162976/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162976/similar
- Related entities: https://search.stillhousedata.com/firm/162976/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162976

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.