Headland Capital, LLC
● SEC registered since 2024CRD 332277SEC# 801-130923Mt. Pleasant, SC
Reg. AUM
$559.3M
Employees
19
Accounts
2,281
Location
Mt. Pleasant, SC
Headland Capital, LLC assets under management
Headland Capital, LLC is an investment advisory firm registered with the SEC based in Mt. Pleasant, SC. The firm has been registered since 2024. It reports $559.3 million in regulatory assets under management and employs 19 people.
Headland Capital, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Whittle Upchurch Control | Managing Director | 25-50% | 2024 |
| Eric Scott Cox Control | Managing Director | 50-75% | 2024 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Headland Capital, LLC manage?
Headland Capital, LLC reports $559.3 million in regulatory assets under management on its Form ADV.
How many employees does Headland Capital, LLC have?
Headland Capital, LLC reports 19 employees.
Where is Headland Capital, LLC located?
Headland Capital, LLC is based in Mt. Pleasant, SC and has been SEC-registered since 2024.
Does Headland Capital, LLC disclose fund performance?
Headland Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 West Coleman Blvd., Suite 204, Mt. Pleasant, SC 29464 |
| Phone | 843-388-4300 |
| Office hours | 8:30 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2056637 |
| Discloses disciplinary history | No |
Regulatory AUM
$559.3M▲ 39%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$559.3Mregulatory AUM
Discretionary $481.8MNon-discretionary $77.5M