| 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 |
Greenwood Capital Associates, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Greenwood Capital Associates, LLC reports 19 employees.
Greenwood Capital Associates, LLC is based in Greenwood, SC and has been SEC-registered since 2001.
Greenwood Capital Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.67B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.67B |