Patricia Stoner is not listed as a control person, but directly owns between 5% and 10% of Wallick Investments.
Wallick Investments is an investment adviser based in Columbia, SC, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $168 million, as filed on 24 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6295333
- Firm
- Wallick Investments · CRD 162976
- Role
- Capital Partner
- In role since
- August 2013 · 13 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Columbia, SC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Patricia Stoner work?
Patricia Stoner has been Capital Partner of Wallick Investments, LLC since August 2013.
How can I verify Patricia Stoner’s record?
Patricia Stoner’s role is listed on Wallick Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 162976.
