WALLACE CAPITAL MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	464	$1.2B
Non-Discretionary	10	$13.7M
Total	474	$1.2B

Clients

Type	Number	RAUM
Individuals	167	$84.1M
HNW Individuals	230	$685.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	2	$139.8M
Pension and profit sharing plans	0	$0
Charitable organizations	8	$29.1M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	67	$253.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-70100
SEC ERA File Number	801-70100
SEC CIK Numbers	1459754
SEC CRD Numbers	119174
Legal Entity Identifier	None

Principal Office

100 CRESCENT COURT
SUITE 1190
DALLAS
TX
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic