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GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015 · SEC 801-60493
425 MAIN STREET, SUITE 100, GREENWOOD, SC, 29646-2741, United States
Phone
864-941-4049
Fax
864-229-1950
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.77B
Discretionary AUM
$1.77B
Team
21 total employees; 14 advisory reps; 33 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; % AUM RETIREMENT ED/CONS; REV SHARE INS; MODEL PROVDR; FIN PLAN
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING TO RETIREMENT PLAN SPONSORS, INSURANCE PLANNING, MODEL PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 584 | $730.7M |
| High net worth individuals | 76 | $285.7M |
| Pension/profit sharing plans | 4 | $8.5M |
| Charitable organizations | 44 | $159.5M |
| State/municipal entities | 10 | $396.4M |
| Corporations/business entities | 13 | $184.3M |
States served
AL, AZ, CA, GA, NY, NC, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD