Greenwood Capital Associates, LLC

Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,070,720,698 in 808 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,071
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $1,325,149
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, NJ, SC, TX, VA

Financial Advisors at Greenwood Capital Associates, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John W. Cooper
CRD#: 2806530
104 Maxwell Avenue, Greenwood Building, 5th Floor, Greenwood, SC 29646
96
Wealthminder
score

John Cooper (CRD# 2806530) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 20 years of experience in the finance industry. John Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian L. Disher
CRD#: 4535814
201 West Mcbee Avenue, Greenville, SC 29601
96
Wealthminder
score

Brian Disher (CRD# 4535814) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 15 years of experience in the finance industry. Brian Disher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David A. Halloran
CRD#: 1455336
201 West Mcbee Ave, Greenville, SC 29601
96
Wealthminder
score

David Halloran (CRD# 1455336) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 31 years of experience in the finance industry.

4
James P. Bell
CRD#: 4330377
104 Maxwell Avenue, Greenwood Bldg., 5th Floor, Greenwood, SC 29646
93
Wealthminder
score

James Bell (CRD# 4330377) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 8 years of experience in the finance industry.

5
Claud W. Bond
CRD#: 5608928
104 Maxwell Avenue, Greenwood Bldg., 5th Floor, Greenwood, SC 29646
93
Wealthminder
score

Claud Bond (CRD# 5608928) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 14 years of experience in the finance industry.

6
John W. McAlhany
CRD#: 4330373
104 Maxwell Avenue, Greenwood Bldg., 5th Floor, Greenwood, SC 29646
93
Wealthminder
score

John McAlhany (CRD# 4330373) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 8 years of experience in the finance industry.

7
Walter B. Todd
CRD#: 3262917
104 Maxwell Avenue, Greenwood Bldg., 5th Floor, Greenwood, SC 29646
93
Wealthminder
score

Walter Todd (CRD# 3262917) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 14 years of experience in the finance industry.

8
John D. Wiseman
CRD#: 2235625
104 Maxwell Avenue, Greenwood Building, 5th Floor, Greenwood, SC 29646
93
Wealthminder
score

John Wiseman (CRD# 2235625) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 25 years of experience in the finance industry.

9
Melissa D. Bane
CRD#: 6200088
104 Maxwell Avenue, Greenwood Bldg, 5th Floor, Greenwood, SC 29646
90
Wealthminder
score

Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has 1 year of experience in the finance industry. Melissa Bane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
John R. Decker
CRD#: 6004461
The Greenwood Bldg, 104 Maxwell Avenue, Greenwood, SC 29646
90
Wealthminder
score

John Decker (CRD# 6004461) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.