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HEADLAND CAPITAL
Legal name: HEADLAND CAPITAL, LLC
CRD 332277File 801-130923
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$559.3M
Above cohort median (national)
Discretionary AUM
$481.8M
Non-discretionary $77.5M
Clients
656
2,281 accounts
Employees
19
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 24, 2024
- Principal office
- 300 WEST COLEMAN BLVD., SUITE 204, MT. PLEASANT, SC, 29464
- Phone
- 843-388-4300
- Website
- https://headland.capital
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $559.3M
- Discretionary AUM
- $481.8M
- Non-discretionary AUM
- $77.5M
- Discretionary accounts
- 1,839
- Non-discretionary accounts
- 442
- Total accounts
- 2,281
- AUM per client
- $853K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $27.5M |
| Charitable organizations | 10 | $10.5M |
| High net worth individuals | 116 | $323.1M |
| Individuals (other than high net worth individuals) | 521 | $198.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 | Clients | 1,307 | 656 | decreased by651 |
| Apr 1, 2026 | AUM | $403,025,177 | $559,277,399 | increased by$156,252,222 |
| Apr 1, 2026 | Accounts | 1,509 | 2,281 | increased by772 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,356 | 1,307 | decreased by49 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,356 | 1,509 | increased by153 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HEADLAND CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HEADLAND 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.