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 operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Advisory services listed in filings cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Filings indicate Headland Capital does not present itself as a capital allocator and is not identified as an active ESG investor.
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
2 of 2
Tyler Corn
Chief Investment OfficerCRD 5526323
Sonia Goforth
Chief Compliance OfficerCRD 2544170
Contacts
3 of 9
John Plaugher
Registered RepresentativeCRD 4391580
Margaret Emmet
PresidentCRD 2863986
Eric Cox
PresidentCRD 2360876
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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