HEADLAND CAPITAL

Legal name: HEADLAND CAPITAL, LLC

CRD 332277File 801-130923

APPROVED

Retail clients

Custody

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$559.3M

Above cohort median (national)

Discretionary AUM

$481.8M

Non-discretionary $77.5M

Clients

656

2,281 accounts

Employees

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, 5G

Compensation

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 11

This 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.