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HEADLAND CAPITAL, LLC
HEADLAND CAPITAL, LLC
HEADLAND CAPITAL
MT. PLEASANT, South Carolina
·
3 registered advisors
·
CRD# 332277
SEC# 801-130923
4
843-388-4300
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HEADLAND CAPITAL, LLC
3 registered advisors
David Whittle Upchurch
MT. PLEASANT, South Carolina
CRD# 5241854
Eric Scott Cox
MT. PLEASANT, South Carolina
CRD# 2360876
Tyler Brooks Corn
MT. PLEASANT, South Carolina
CFA
CRD# 5526323
05
Office Locations
MT. PLEASANT, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. HEADLAND CAPITAL, LLC (CRD# 332277) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.