Headland Capital

Overview

Headland Capital is an SEC registered investment adviser based in Mt Pleasant, SC, registered since 2024. It reports $559M in assets under management across 2,281 accounts, with 19 employees. It has 10 investment adviser representatives.

Reported AUM

$559M

Discretionary

86%

Accounts

2,281

Average account

$245K

Employees

19

Advisory reps

10

Registered since

2024

Jurisdictions

12

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• David Whittle Upchurch Managing Director CRD 5241854
• Eric Scott Cox Managing Director CRD 2360876
• Tyler Brooks Corn Managing Director CRD 5526323

1 more executive officer, with direct contact details

Advisory reps 3 of 10

• Tyler Brooks Corn Insurance Agent · Investment Adviser Rep CRD 5526323
• Eric S Cox Insurance Agent · Investment Adviser Rep CRD 2360876
• Morgan T Crawford Insurance Agent · Investment Adviser Rep CRD 6483087

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 W Coleman Blvd Ste 204
Mt Pleasant, SC 29464

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: headland.capital

Every state, with registration dates

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