Greenwood Capital Associates, LLC

Greenwood Capital Associates, LLC (CRD# 115015) is a financial advisory firm headquartered in Greenwood, SC. They manage $1,495,477,486 in 714 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
425 Main Street, Suite 100, Greenwood, SC 29646
http://www.greenwoodcapital.com
By the Numbers
  • Total Assets Under Management
    1,495
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $2,094,506
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, LA, NC, NY, SC, TX, VA

Financial Advisors at Greenwood Capital Associates, LLC
Showing 11 - 16 of 16 top financial advisors.
11
John Proctor, financial advisor Greenville SC
John B. Proctor
CRD#: 6592300
201 W Mcbee, Suite 300, Greenville, SC 29601

John Proctor (CRD# 6592300) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 8 years of experience in the finance industry.

12
Karen Smith, financial advisor Greenwood SC
Karen D. Smith
CRD#: 7005953
425 Main Street, Suite 100, Greenwood, SC 29646

Karen Smith (CRD# 7005953) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 5 years of experience in the finance industry.

13
Walter Todd, financial advisor Greenville SC
Walter B. Todd
CRD#: 3262917
201 West Mcbee Avenue, Suite 300, Greenville, SC 29601

Walter Todd (CRD# 3262917) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 21 years of experience in the finance industry.

14
John Wiseman, financial advisor Greenwood SC
John D. Wiseman
CRD#: 2235625
425 Main Street, Suite 100, Greenwood, SC 29646

John Wiseman (CRD# 2235625) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 31 years of experience in the finance industry.

15
Callie Bradshaw, financial advisor Greenwood SC
Callie M. Bradshaw
CRD#: 7377436
425 Main Street, Suite 100, Greenwood, SC 29646

Callie Bradshaw (CRD# 7377436) 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.

16
Mark Pyles, financial advisor Greenwood SC
Mark K. Pyles
CRD#: 7441908
425 Main Street, Suite 100, Greenwood, SC 29646

Mark Pyles (CRD# 7441908) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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