Wealth Manager
    SEC Registered
    Manages Private Funds

    Greenwood Capital Associates, LLC

    Registered investment advisor · Greenwood, South Carolina · CRD #115015

    Assets Under Management
    $1.8B
    Client Accounts
    731
    Employees
    21
    CRD Number
    115015
    Registration
    SEC Registered
    Custodian
    Countybank, Trust Services (dept), Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Greenwood Capital Associates, LLC

    Greenwood Capital Associates, LLC is a premier wealth and asset management firm in South Carolina, serving families, financial advisors, and institutional investors with over 30 years of experience. Founded in 1983, it became an LLC in 2001. It employs 11-50 staff.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Greenwood Capital Associates, LLC's AUM?

    Greenwood Capital Associates, LLC reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Greenwood Capital Associates, LLC headquartered?

    Greenwood Capital Associates, LLC is headquartered in Greenwood, South Carolina.

    What is Greenwood Capital Associates, LLC's CRD number?

    Greenwood Capital Associates, LLC's CRD number is 115015. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Greenwood Capital Associates, LLC manage?

    Greenwood Capital Associates, LLC manages approximately 731 client accounts according to its latest SEC filing.

    Is Greenwood Capital Associates, LLC SEC registered?

    Yes, Greenwood Capital Associates, LLC is registered with the SEC as an investment adviser with an approved registration status.

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