firm profile
Greenwood Capital Associates, LLC
Overview
Greenwood Capital Associates, LLC is an SEC registered investment adviser based in Greenwood, SC, registered since 2001. It reports $1.8B in assets under management across 731 accounts, with 21 employees. It has 16 investment adviser representatives.
- Reported AUM
- $1.8B
- Discretionary
- 100%
- Accounts
- 731
- Average account
- $2.4M
- Employees
- 21
- Advisory reps
- 16
- Registered since
- 2001
- Jurisdictions
- 12
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets
Executive officers 3 of 8
- Walter Blakely Todd III President, Chief Investment Officer CRD 3262917
- Denise Hemingway Lollis Chief Compliance Officer, Chief Operating Officer CRD 6261160
- Brian Lanier Disher Director of Wealth Management CRD 4535814
5 more executive officers, with direct contact details
Advisory reps 3 of 16
- Melissa Dawn Bane Insurance Agent · Investment Adviser Rep CRD 6200088
- Justin Ray Bartanus Investment Adviser Rep CRD 7005996
- Claud William Bond IV Investment Adviser Rep CRD 5608928
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 425 Main St Ste 100
Greenwood, SC 29646 - County
- Greenwood
- Metro area
- Greenwood, SC
- Region
- South
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: login.orionadvisor.com/login
Every state, with registration dates
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