Greenwood Capital Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood, SC. Its latest Form ADV filing, dated April 15, 2026, reports $1.8B in regulatory assets under management, 21 employee, 1 office, and 731 accounts.
Assets Under Management
$1.8B
Employees
21
Offices
1 office
Total Clients
731
Primary office
GREENWOOD, SC
425 MAIN STREET, SUITE 100, GREENWOOD, SC, United States
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
584
2
HNWI
10.4%
76
3
Charitable
6.0%
44
4
Corporations
1.8%
13
5
Government
1.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of April 15, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts731
10Y AUM Change+$640M (+56.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee35:1
10Y Employee Change+3 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.