Greenwood Capital Associates, LLC

RIASEC RegisteredEst. 2001

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 operating since 2001. The firm functions as a capital allocator for both high-net-worth individuals and families as well as institutional clients, and it combines advisory services with insurance brokerage activities. Ownership is organized as a domestic entity with individual ownership elements. Service lines include comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. The firm also lists pension consulting services, selection of other advisers and delivery of educational seminars and workshops among its advisory offerings. Compensation structures include asset‑based fees, fixed fees and other arrangements. Greenwood does not report itself as an active ESG investor.