Advisory Firm William B. Walkup & Associates, Inc. has been providing investment advisory services since 1992. William B. Walkup is the founder, owner, and president and has been in the financial services industry since 1980. Advisory Services  William B. Walkup & Associates, Inc. provides investment supervisory services. Services are based on the individual needs of the client. An initial interview and data gathering questionnaire is undertaken to determine the client's financial situation and investment objectives, and to give the client the opportunity to impose reasonable restrictions on the management of the account. Clients have the ability to leave standing instructions with the IA Representative to refrain from investing in particular securities or types of securities or invest in limited amounts of securities. Annually, the IA Representative notifies the client in writing to contact the IA Representative if there have been any changes in the client's financial situation or investment objectives, or to impose or modify account restrictions. It is the client's responsibility to notify the IA Rep at any time there are changes. Clients may call in at any time during normal business hours to discuss directly with the IA Rep about the client's account, financial situation, or investment needs. Clients will receive from the custodian/brokerage firm timely confirmations and at least quarterly statements containing a description of all transactions and all account activity. The client will retain rights of ownership of all securities and funds in the account to the same extent as if the client held the securities and funds outside the program. As of December 31, 2023, William B. Walkup & Associates, Inc. has $152,212,270 of assets under management on a discretionary basis and $0 on a non-discretionary basis.

William B. Walkup & Associates, Inc. provides several categories of investment supervisory services as described below: Supervisory Services for Individual Portfolios William B. Walkup &Associates, Inc. provides investment supervisory and management services to individual portfolios. These services include portfolio selection, oversight, maintenance, and regular portfolio review to ensure compliance with the investment guidelines and objectives of the portfolio. Supervisory Services for Stock Investment Partnerships Supervisory services are provided to stock investment partnerships in which William B. Walkup Associates, Inc. and/or William B. Walkup and/or Christopher J. Walkup and/or Richard B. Newsome have pooled funds with family and friends for investment activity toward common goals. William B. Walkup &Associates, Inc. provides all accounting, tax reporting, banking and investment selection, and regular portfolio review to ensure compliance with the investment guidelines and objectives of the portfolio. Supervisory Services for Cash Management Partnerships Supervisory services are provided to cash management partnerships in which William B. Walkup & Associates, Inc. and/or William B. Walkup and/or Christopher J. Walkup and/or Richard B. Newsome have pooled funds with family and friends for investment activity toward common goals. William B. Walkup &Associates, Inc. provides tax reporting, banking and investment selection, and regular portfolio review to ensure compliance with the investment guidelines and objectives of the portfolio.  William B. Walkup & Associates, Inc. provides financial plans consistent with the individual client's financial and tax status and risk/reward objectives. Planning may be comprehensive or segmented and focused on investments, insurance, taxes, and/or estate plans.