Susan Wallick is a control person of Wallick Investments and directly owns between 10% and 25% of it. Susan Wallick holds a Bachelor of Arts from the University of South Carolina.
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.
Susan H. Wallick is Principal and Director of Marketing and Communications of Wallick Investments. She began her career as a graphic designer for Lutheran Theological Southern Seminary, and in 1999 she launched her freelance design firm, Salinity Art. She formally joined Wallick Investments in 2013 and became a partner in 2017, and her chief responsibility is design and communications.
- CRD
- 6762843
- Firm
- Wallick Investments · CRD 162976
- Role
- Principal, Director of Marketing and Communications
- In role since
- January 2017 · 9 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Columbia, SC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wallickinvestments.com
Where does Susan Wallick work?
Susan Wallick has been Principal, Director of Marketing and Communications of Wallick Investments, LLC since January 2017, and is a control person of the firm.
How can I verify Susan Wallick’s record?
Susan Wallick’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.
