GREENWOOD CAPITAL ASSOCIATES, LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$1,668,008,480
12% change vs. 1 year ago
8% change vs. 3 years ago
24% change vs. 5 years ago
58% change vs. 10 years ago
Employee Count
19
0% change vs. 1 year ago
0% change vs. 3 years ago
6% change vs. 5 years ago
27% change vs. 10 years ago
Main Office
GREENWOOD, SC
425 MAIN STREET, GREENWOOD, SC, UNITED STATES, 29646-2741
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.8 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 562 | $0.7 |
| Average Individual AUM | $1,159,835 | |
| HNW | 73 | $0.2 |
| Average HNW AUM | $3,333,679 | |
| Retail Total | 635 | $0.9 |
| Average Retail AUM | $1,409,741 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| COUNTYBANK, TRUST SERVICES (DEPT) | GREENWOOD-SC-USA | $0.8 |
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 36% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 22% | $0.4 |
| Municipal | 6% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 19% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| COUNTYBANK | $0.0 | trust company | - |
| VARIOUS INVESTMENT ADVISER REPRESENTATIVES | $0.0 | - | |
| COUNTYBANC INVESTMENTS SERVICES, INC. | $0.0 | broker-dealer | - |
| COUNTYBANC INSURANCE SERVICES, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| TODD, WALTER, BLAKELY | PRESIDENT/CHIEF INVESTMENT OFFICER |
| LOLLIS, DENISE, HEMINGWAY | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER |
| WISEMAN, JOHN, DURHAM | DIRECTOR OF FIXED INCOME |
| DECKER, JOHN, ROBERT | DIRECTOR OF EQUITY |
| DISHER, BRIAN, LANIER | DIRECTOR OF WEALTH MANAGEMENT |
| BANE, MELISSA, DAWN | SENIOR PRIVATE CLIENT ADVISOR |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN DECKER | GREENWOOD | SC | CHARTERED FINANCIAL ANALYST | ||||||
| CLAUD BOND | GREENWOOD | SC | S65|2004-03-15|S66|2003-08-11 | ||||||
| MELISSA BANE | GREENWOOD | SC | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT|PERSONAL FINANCIAL SPECIALIST | ||||||
| WALTER TODD | GREENWOOD | SC | S66|2002-12-19 | ||||||
| JOHN WISEMAN | GREENWOOD | SC | S63|1992-06-22|S65|1993-09-03 | ||||||
| BRIAN DISHER | GREENWOOD | SC | S63|2002-06-28|S65|2002-07-19 | CERTIFIED FINANCIAL PLANNER | |||||
| KAREN SMITH | GREENWOOD | SC | S65|2018-12-31 | ||||||
| WILLIAM COXE | GREENWOOD | SC | S63|1995-07-07|S65|2017-03-14 | ||||||
| JOHN COOPER | GREENWOOD | SC | S63|1997-09-23|S65|2001-07-06 | CERTIFIED FINANCIAL PLANNER | |||||
| DENISE LOLLIS | GREENWOOD | SC | S65|2018-10-06 | ||||||
| MARK PYLES | GREENWOOD | SC | CHARTERED FINANCIAL ANALYST | ||||||
| CALLIE BRADSHAW | GREENWOOD | SC | S63|2021-10-08|S65|2023-08-14 | ||||||
| JOHN PROCTOR | GREENWOOD | SC | S63|2016-03-14|S65|2018-10-08 | ||||||
| JUSTIN BARTANUS | GREENWOOD | SC | S65|2018-11-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.5 | $0.2 | 12% | 19 | 0 | 0% |
| 2023-04-04 | $1.4 | $0.3 | 22% | 20 | -1 | -5% |
| 2022-04-01 | $1.5 | $0.1 | 8% | 19 | 0 | 0% |
| 2021-04-05 | $1.5 | $0.2 | 11% | 19 | 0 | 0% |
| 2020-04-01 | $1.3 | $0.3 | 24% | 18 | 1 | 6% |
| 2019-04-01 | $1.3 | $0.4 | 33% | 19 | 0 | 0% |
| 2018-04-02 | $1.2 | $0.5 | 44% | 19 | 0 | 0% |
| 2017-04-01 | $1.1 | $0.5 | 48% | 18 | 1 | 6% |
| 2016-04-01 | $1.1 | $0.6 | 56% | 17 | 2 | 12% |
| 2015-04-01 | $1.1 | $0.6 | 58% | 15 | 4 | 27% |
| 2014-04-01 | $0.9 | $0.7 | 78% | 14 | 5 | 36% |
| 2013-04-01 | $0.9 | $0.8 | 84% | 13 | 6 | 46% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| SC, AL-10/22/2013, AZ-04/03/2023, CA-03/29/2024, FL-01/02/2002, GA-09/06/2001, NC-11/19/2001, NY-03/31/2023, SC-09/06/2001, TX-07/30/2009, VA-02/24/2011 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV