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Capital Partner · Wallick Investments, LLC

Patricia A Stoner

CRD 6295333 · Named on Form ADV at one SEC-registered adviser

At a glance

Wallick Investments, LLC, an SEC-registered wealth manager based in Columbia, SC with $168 million in regulatory assets, lists Patricia A Stoner on its Form ADV as Capital Partner.

Firms and roles

AtlasMembers

Patricia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel T WallickManaging Partner, Chief Compliance Officer, Chief Investments Officer, Wallick Investments, LLC
  • Jesse W. StinnetteCapital Partner/portfolio Manager, Wallick Investments, LLC
  • Susan H WallickPrincipal, Director of Marketing and Communications, Wallick Investments, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.