Greenwood Capital Associates, LLC

Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,349,564,372 in 917 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,350
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $1,471,717
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
  • Other
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, SC, TX, VA

Financial Advisors at Greenwood Capital Associates, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Melissa D. Bane
CRD#: 6200088
201 West Mcbee Avenue, Greenville, SC 29601

Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, 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.

2
Justin R. Bartanus
CRD#: 7005996
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

Justin Bartanus (CRD# 7005996) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 2 years of experience in the finance industry.

3
Claud W. Bond
CRD#: 5608928
425 Main Street, Suite 100, Greenwood, SC 29646

Claud Bond (CRD# 5608928) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 17 years of experience in the finance industry.

4
John W. Cooper
CRD#: 2806530
425 Main Street, Suite 100, Greenwood, SC 29646

John Cooper (CRD# 2806530) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 23 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.

5
William M. Coxe
CRD#: 2620753
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

William Coxe (CRD# 2620753) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 25 years of experience in the finance industry.

6
John R. Decker
CRD#: 6004461
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

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

7
Brian L. Disher
CRD#: 4535814
201 West Mcbee Avenue, Greenville, SC 29601

Brian Disher (CRD# 4535814) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 18 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.

8
David A. Halloran
CRD#: 1455336
201 West Mcbee Ave, Greenville, SC 29601

David Halloran (CRD# 1455336) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 34 years of experience in the finance industry.

9
Denise H. Lollis
CRD#: 6261160
425 Main Street, Suite 100, Greenwood, SC 29646

Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 2 years of experience in the finance industry.

10
John W. McAlhany
CRD#: 4330373
425 Main Street, Suite 100, Greenwood, SC 29646

John McAlhany (CRD# 4330373) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 11 years of experience in the finance industry.

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