Greenwood Capital Associates, LLC

RIASEC Registered

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$2.4M

Accounts

731

Employees

Advisory reps

Firm details

Headquarters: Greenwood, South Carolina
CRD number: 115015
Registered since: September 5, 2001
Website: greenwoodcapital.com
Custodians: COMMERCIAL BANK - TRUST DEPT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals41.39%
State / Municipal Government22.46%
HNWI16.19%
Corporations / Businesses10.44%
Charitable Organizations9.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Greenwood Capital Associates, LLC is an SEC-registered investment adviser (registered in 2001) organized as a limited liability company. Ownership includes both an individual and a domestic entity. The firm acts as a capital allocator for high-net-worth and institutional clients and also provides insurance brokerage services. Its client mix includes individuals and families as well as institutional accounts. Service offerings span financial planning, portfolio management for individuals, small businesses and larger institutions, selection of third-party advisers, pension consulting-related services, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm does not identify as an active ESG investor.