Wallick Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$163,969,989
Clients
297
Advisors
3
of 5 employees
About
Wallick Investments provides discretionary investment management and related advisory services to individuals, trusts, endowments, foundations and other advisors, and manages roughly $168.3 million in discretionary assets. The firm offers tailored portfolio management with the option to create customized models or provide non‑discretionary investment advisement.
Wallick’s investment approach is quantitative and factor‑based, using proprietary security‑selection models that draw on research data from third‑party providers such as Morningstar and Zacks. Its lineup includes core equity portfolios (Fidelis and Excelsis), a tactical asset allocation strategy that can invest across asset classes, and fixed‑income strategies, and the firm notes compliance with the U.S. Conference of Catholic Bishops’ investment guidelines and use of Inspire’s Social Impact scoring in security selection.
Compared with many peers, Wallick discloses that it owns and licenses the Fidelis Multi‑Factor Index and that the Fidelis portfolio was converted into a third‑party‑replicated ETF (Inspire Fidelis Multi‑Factor ETF, FDLS), and it reports model‑level performance and provides quarterly performance reviews and commentary to clients. The brochure also emphasizes the use of outside research and regular client meetings or invitations to review performance, reflecting a mix of in‑house index development, third‑party replication, and client education not commonly seen among similar firms.
Client services
Expertise
Fee options
<$250,000 - $249,999: 1.25% (varies by risk tolerance/aggressive, moderate, conservative) $250,000 - $499,999: 1.20% to 1.05% (varies by risk tolerance/aggressive to very conservative); 0.60% for portfolios of funds or ETFs $500,000 - $999,999: 1.00% to 0.80% (varies by risk tolerance/aggressive to very conservative); 0.35% for individual fund or ETF $1,000,000+: 0.80% to 0.60% (varies by risk tolerance/aggressive to very conservative)
Account minimum: $200,000 Minimum fee: $500 minimum fee for Investment Advisement fee
Main office
2118 Lincoln Street
Columbia SC 29201
Advisors at this office
3
Most active in
Georgia · Indiana · New York · North Carolina · Pennsylvania · South Carolina · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Victoria M
Series 65
Columbia, SC
Wallick Investments, LLC
Victoria Matise is a financial advisor at Wallick Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wallick Investments in 2025, she held various roles including positions at Athens Country Club and Chick-Fil-A. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary security-selection models and offers tailored portfolio management along with customized models and non-discretionary advisement options.
Jesse S
Series 65
Columbia, SC
Wallick Investments, LLC
Jesse Stinnette Jr. is a financial advisor at Wallick Investments, LLC with 17 years of industry experience. He holds the Series 65 designation and serves as Senior Vice President at CertusBank, where he is responsible for investing client accounts through CertusWealth. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in assets. The firm employs a quantitative, factor-based investment approach using proprietary models and third-party research, offering tailored portfolio management including core equity, tactical asset allocation, and fixed-income strategies.
Daniel W
Series 66
Columbia, SC
Wallick Investments, LLC
Daniel Wallick is a financial advisor at Wallick Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Uvest Financial Services Group and Merrill Lynch, where he has been since 2001. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary models and third-party research, and offers portfolios including core equity, tactical asset allocation, and fixed income strategies.
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