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Firm profile

Headland Capital

MT. PLEASANT, SCCRD 332277Latest ADV March 24, 2026

Headland Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mt. Pleasant, SC.

Assets Under Management
$559M
Employees
19
Offices
4 offices
Total Clients
656
Primary office
MT. PLEASANT, SC
300 WEST COLEMAN BLVD., SUITE 204, MT. PLEASANT, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSonia A. Goforth

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
521
2
HNWI
17.7%
116
3
Charitable
1.5%
10
4
Corporations
1.4%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$559Mas of March 24, 2026
Discretionary86.1%
$482M
86% of total RAUM86.1%
Non-discretionary13.9%
$77M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$559M
Total Accounts2,281
10Y AUM Change+$559M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee35:1
10Y Employee Change+10 (+111.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.