GREENVILLE CAPITAL
Firm details
- Headquarters
- GREENVILLE, South Carolina
- CRD number
- 309954
- Website
- greenvillecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.96%
- Individuals15.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Greenville Capital is an independent registered investment advisory firm organized as an LLC and owned by an individual. Its client base centers on individuals and families, and the firm charges fees on a percentage-of-assets-under-management basis. Advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not characterized as a multi-state or pension consultant adviser.
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 Funds97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1NORMAN AVINGER
Founder and PrincipalCRD 2489917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENVILLE, SC
GREENVILLE
Location
GREENVILLE, SC
Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- GREENVILLE
- Address
- 330 E Coffee St
- Time zone
- ET (UTC-5)
- Office locations
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