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GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015File 801-60493
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 706 | 731 | increased by25 |
| Apr 1, 2026 | AUM | $1,668,008,480 | $1,765,086,387 | increased by$97,077,907 |
| Apr 1, 2026 | Accounts | 706 | 731 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 625 | 706 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,549,045,197 | $1,668,008,480 | increased by$118,963,283 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,120 | 706 | decreased by414 |
| Apr 1, 2022 | Clients | 985 | 625 | decreased by360 |
| Apr 1, 2022 | AUM | $1,507,492,116 | $1,549,045,197 | increased by$41,553,081 |
| Apr 1, 2022 | Accounts | 985 | 1,120 | increased by135 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENWOOD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENWOOD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.