HEADLAND CAPITAL
Firm details
- Headquarters
- MOUNT PLEASANT, South Carolina
- CRD number
- 332277
- Registered since
- September 24, 2024
- Website
- headland.capital
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.77%
- Individuals35.44%
- Corporations / Businesses4.92%
- Charitable Organizations1.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Headland Capital LLC is an independent, SEC-registered registered investment adviser that began its SEC registration in 2024 and is organized as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients and offers a mix of advisory services: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm’s filings indicate it is not positioning itself as an ESG-active manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities29%
- Cash & Cash Equivalents9%
- Other7%
Owners & executives
1 of 1SONIA GOFORTH
Chief Compliance OfficerCRD 2544170
Contacts
3 of 10JOHN PLAUGHER
Registered RepresentativeCRD 4391580
MARGARET EMMET
PresidentCRD 2863986
TYLER CORN
PartnerCRD 5526323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$240M in ETFs
99%
$238M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $75.7M | 116,407 | 31.58% |
Location
MOUNT PLEASANT, SC
CHARLESTON
Location
MOUNT PLEASANT, SC
Headquartered in MOUNT PLEASANT, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 300 W Coleman Blvd
- Time zone
- ET (UTC-5)
- Office locations
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