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WALLACE CAPITAL MANAGEMENT, INC.
CRD 119174 · SEC 801-70100
100 CRESCENT COURT, SUITE 1190, DALLAS, TX, 75201, United States
Phone
214-303-0200
Fax
214-303-0204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.46B
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $67.0M |
| High net worth individuals | 262 | $912.2M |
| Pooled investment vehicles | 1 | $142.7M |
| Charitable organizations | 6 | $41.4M |
| Corporations/business entities | 65 | $325.6M |
States served
CA, CO, LA, TX, FL
Official SEC filing: View on IAPD