Data / Investment advisers / South Carolina / Greenwood Capital Associates, LLC
Greenwood Capital Associates, LLC, Greenwood, SC: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Greenwood Capital Associates, LLC is an SEC registered investment adviser with its main office in Greenwood, South Carolina and reports $1.8 billion in regulatory assets under management in its Form ADV filed April 15, 2026. Its clients include individuals, state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Greenwood Capital Associates, LLC (CRD number 115015): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115015
- SEC file number
- 801-60493
- SEC status
- Approved, effective September 5, 2001
- Main office
- 425 Main Street Suite 100, Greenwood, SC 29646
- Phone
- (864) 941-4049
- Regulatory AUM
- $1,765,086,387 in the Form ADV filed April 15, 2026
- Discretionary AUM
- $1,765,086,387
- Accounts
- 731
- Employees
- 21, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 584 | $730.7 million |
| State or municipal government entities | 10 | $396.4 million |
| High net worth individuals | 76 | $285.7 million |
| Corporations or other businesses | 13 | $184.3 million |
| Charitable organizations | 44 | $159.5 million |
| Pension and profit sharing plans | 4 | $8.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.77 billion | March 26, 2026 |
| December 1, 2025 | $1.67 billion | August 4, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | Not listed | adviserinfo.sec.gov |
| Foster Victor | Greenville | $2.64 billion | Not listed | adviserinfo.sec.gov |
| The Fiduciary Alliance | Greenville | $2.53 billion | Not listed | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | $2.16 billion | 5 | adviserinfo.sec.gov |
| Colonial Trust Advisors, Inc. | Spartanburg | $1.85 billion | Not listed | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving state and municipal governments
- Greenwood Capital Associates, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.