RIA Intel›Advisers›Texas›WALLACE CAPITAL MANAGEMENT, INC.

WALLACE CAPITAL MANAGEMENT, INC.

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+12.8%
3-Year CAGR
+8.3%
Employees
6
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$24M
Discretionary %98.4%
Total Clients479
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record21
First FilingApr 2, 2009
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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