Fee-only adviser · Bluffton, SC
Walls Investment Management Company
Walls Investment Management Company is a fee-only investment adviser registered with the securities regulators of Pennsylvania, South Carolina, with its main office in Bluffton, South Carolina. On its latest Form ADV, filed March 30, 2026, it reports $55M in regulatory assets under management, 110 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania, South Carolina |
|---|---|
| Firm CRD number | 123440 · SEC file 801-64253 |
| Office | 110 Traders Cross Bluffton, SC 29909 |
| Phone | (888) 925-5764 |
| Website | www.wallsinvestments.com |
| Regulatory assets under management | $55M |
| Individual clients | 110 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bluffton
- Metis Wealth Management & Planning LLC $115M
- The Bedminster Group $199M
- Coastline Complete Wealth LLC $214M
- Tidal Creek Capital Advisors $126M
- Oak Advisors, LLC $285M
- Palmer Jones & Associates, Inc. $59M
See all 9 fee-only advisers in Bluffton →
Nearby
- Okatie 2 firms
- Hilton Head 1 firm
- Hilton Head Island 2 firms
- Beaufort 2 firms
- Tybee Island 1 firm
- Savannah 10 firms
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