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GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015File 801-60493
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.77B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Clients
731
731 accounts
Employees
21
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 5, 2001
- Principal office
- 425 MAIN STREET, SUITE 100, GREENWOOD, SC, 29646-2741
- Phone
- 864-941-4049
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.77B
- Discretionary AUM
- $1.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 731
- Non-discretionary accounts
- 0
- Total accounts
- 731
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $184.3M |
| Charitable organizations | 44 | $159.5M |
| High net worth individuals | 76 | $285.7M |
| Pension and profit sharing plans | 4 | $8.5M |
| State or municipal government entities | 10 | $396.4M |
| Individuals (other than high net worth individuals) | 584 | $730.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % AUM RETIREMENT ED/CONS; REV SHARE INS; MODEL PROVDR; FIN PLAN
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.