GREENWOOD CAPITAL ASSOCIATES, LLC

GREENWOOD, South Carolina·7 registered advisors·CRD# 115015
SEC# 801-604931864-941-4049
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: % OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GREENWOOD CAPITAL ASSOCIATES, LLC

7 registered advisors
Brian Lanier Disher
GREENWOOD, South Carolina
Denise Hemingway Lollis
GREENWOOD, South Carolina
James Philip Bell
GREENWOOD, South Carolina
John Durham Wiseman
GREENWOOD, South Carolina
John Robert Decker
GREENWOOD, South Carolina
Melissa Dawn Bane
GREENWOOD, South Carolina
Walter Blakely Todd
GREENWOOD, South Carolina
05

Office Locations

GREENWOOD, South Carolina
7 advisors

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Data sourced from SEC Form ADV filings. GREENWOOD CAPITAL ASSOCIATES, LLC (CRD# 115015) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.