Greenwood Capital Associates, LLC
Greenwood, SC·SEC-registered · CRD #115015
Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm in Greenwood, SC managing $1.8B across 731 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
731
Advisory staff
14
Fee model
Fee-based
How Greenwood Capital Associates, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Greenwood Capital Associates, LLC
How much does Greenwood Capital Associates, LLC manage?
Per its most recent SEC Form ADV filing (04/15/2026), Greenwood Capital Associates, LLC reports $1.8B in regulatory assets under management across roughly 731 client accounts.
How does Greenwood Capital Associates, LLC charge?
Greenwood Capital Associates, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Greenwood Capital Associates, LLC a fiduciary?
Yes. Greenwood Capital Associates, LLC is registered with the U.S. Securities and Exchange Commission (CRD #115015), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Greenwood Capital Associates, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Greenwood Capital Associates, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenwood, SC
Profile compiled from Greenwood Capital Associates, LLC's public SEC Form ADV filing (CRD #115015, filed 04/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Greenwood Capital Associates, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Greenwood Capital Associates, LLC? Claim this profile.