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HEADLAND CAPITAL
HEADLAND CAPITAL, LLC
CRD 332277 · SEC 801-130923
300 WEST COLEMAN BLVD., SUITE 204, MT. PLEASANT, SC, 29464, United States
Phone
843-388-4300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.3M
Discretionary AUM
$481.8M
Team
19 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 521 | $198.2M |
| High net worth individuals | 116 | $323.1M |
| Charitable organizations | 10 | $10.5M |
| Corporations/business entities | 9 | $27.5M |
States served
CA, GA, KY, LA, NY, NC, OH, SC, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD