Greenwood Capital Associates, LLC
● SEC registered since 2001CRD 115015SEC# 801-60493Greenwood, SC
Reg. AUM
$1.77B
Employees
21
Accounts
731
Location
Greenwood, SC
Greenwood Capital Associates, LLC assets under management
Greenwood Capital Associates, LLC is a registered investment adviser overseen by the SEC based in Greenwood, SC. The firm has been registered since 2001. It reports $1.8 billion in regulatory assets under management and employs 21 people.
Greenwood Capital Associates, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lanier Disher Control | Director Of Wealth Management | Under 5% | 2014 |
| Claud William Bond | Senior Trading Manager | Under 5% | 2025 |
| Denise Hemingway Lollis Control | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2016 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Greenwood Capital Associates, LLC manage?
Greenwood Capital Associates, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Greenwood Capital Associates, LLC have?
Greenwood Capital Associates, LLC reports 21 employees.
Where is Greenwood Capital Associates, LLC located?
Greenwood Capital Associates, LLC is based in Greenwood, SC and has been SEC-registered since 2001.
Does Greenwood Capital Associates, LLC disclose fund performance?
Greenwood Capital Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Main Street, Suite 100, Greenwood, SC 29646-2741 |
| Phone | 864-941-4049 |
| Fax | 864-229-1950 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1161822 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.77B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.77Bregulatory AUM
Discretionary $1.77B