GREENWOOD CAPITAL ASSOCIATES, LLC

CRD

115015

SEC file #

801-60493

EIN

571123518

DBA names

—

Economics

AUM

$1.77B

AUM band

$1B+

AUM trajectory

'20 · $1.25B

'21 · $1.35B

'22 · $1.51B

'23 · $1.55B

'25 · $1.67B

'26 · $1.77B

'20'26

$1.25B → $1.77B▲ +41%

sec adv history

Client mix

Individuals Other	584
Individuals High Net Worth	76
Charitable Organizations	44
Corporations	13
State Or Municipal Govt	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 16 advisors

'21 · 12 advisors

'22 · 12 advisors

'23 · 13 advisors

'25 · 14 advisors

'26 · 14 advisors

'20'26

16 advisors → 14 advisors▼ -12%

sec adv history

Primary office

GREENWOOD SC

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwabmedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

04/15/2026

facebook.com/greenwoodcapitalsc(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TCB CORPORATION

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TCB CORPORATION

TODD, WALTER, BLAKELY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

17,899

Form 5500 Compensation Trajectory 3y

2025

17,899

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

17,899

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001161822

Edgar Registered

Yes

Edgar Filing Count

130

Edgar First Filing Date

2001-11-08

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

128

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0001161822-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1062

Soi Zip Pct 200k Plus

0.0224

Soi Zip Returns 200k Plus

240

Soi Zip Total AGI

541,145

Fdic Zip Total Deposits

16,465,867,000

Fdic Zip Branch Count

372

Fdic Zip Top Banks

Countybank

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Charles Schwab

Full

Charles Schwab	16
E*trade	4

adv brochure

Edgar Addresses

Mailing

P O BOX 3181GREENWOOD, SC 29648

Business

P O BOX 3181GREENWOOD, SC 29648

Edgar EIN

571123518

Edgar Recent Filings

13F-HR2026-04-29 · 0001161822-26-000003

13F-HR2026-01-26 · 0001161822-26-000002

Fdic Zip Branches Raw

NationsBank of South Carolina, National AssociationGreenwood, SC

Fdic Zip HHI

1706.3

Fdic Zip Top Bank Share Pct

35.54

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	56,551
Returns	4,270

Stub 2

AGI	115,693
Returns	3,230

Stub 3

AGI	82,825
Returns	1,360

Soi Zip Total Business Income

13,212

Soi Zip Total Cap Gains

14,077

Soi Zip Total Dividends

11,616

Soi Zip Total Returns

10,730

Trust Company Affiliate

IAR · Direct Owner · 7.5%

People (16)

TODD, WALTER, BLAKELY

3262917

Pyles, Mark, Kurt

7441908

BOND, CLAUD, WILLIAM

LOLLIS, DENISE, HEMINGWAY

5608928

6261160

WISEMAN, JOHN, DURHAM

2235625

BANE, MELISSA, DAWN

6200088

DISHER, BRIAN, LANIER

4535814

COOPER, JOHN, WESLEY