HEADLAND CAPITAL, LLC

CRD

332277

SEC file #

801-130923

EIN

993571994

DBA names

Headland Capital

Economics

AUM

$559.3M

AUM band

$500M-$1B

AUM trajectory

'25 · $403.0M

'26 · $559.3M

'25'26

$403.0M → $559.3M▲ +39%

sec adv history

Client mix

Individuals Other	521
Individuals High Net Worth	116
Charitable Organizations	10
Corporations	9

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 9 advisors

'26 · 12 advisors

'25'26

9 advisors → 12 advisors▲ +33%

sec adv history

Primary office

MT. PLEASANT SC

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

headland.capital

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COX, ERIC, SCOTT

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

COX, ERIC, SCOTT

CORN, TYLER, BROOKS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

headland.capital

Rdap Domain Creation Date

2024-06-11T12:46:42.511Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002056637

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-14

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0001765380-26-000138

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4161

Soi Zip Pct 200k Plus

0.2101

Soi Zip Returns 200k Plus

5,520

Soi Zip Total AGI

4,802,361

Fdic Zip Total Deposits

62,264,807,000

Fdic Zip Branch Count

917

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Full

Lpl Financial	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

300 WEST COLEMAN BLVDSUITE 204MT. PLEASANT, SC 29464

Business

300 WEST COLEMAN BLVDSUITE 204MT. PLEASANT, SC 29464

Edgar EIN

993571994

Edgar Recent Filings

13F-HR2026-05-04 · 0001765380-26-000138

13F-HR2026-01-28 · 0001765380-26-000046

Fdic Zip Branches Raw

NationsBank of South Carolina, National AssociationMount Pleasant, SC

Fdic Zip HHI

709.18

Fdic Zip Top Bank Share Pct

17.27

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-06-11T12:46:42.511Z

Rdap Domain Last Changed

2025-07-26T12:47:33.057Z

Rdap Nameservers

Elsa.ns.cloudflare.comBob.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	56,649
Returns	4,840

Stub 2

AGI	156,147
Returns	4,160

Stub 3

AGI	233,044
Returns	3,770

Soi Zip Total Business Income

198,835

Soi Zip Total Cap Gains

721,828

Soi Zip Total Dividends

188,204

Soi Zip Total Returns

26,270

Top Owner CRD

2360876

Trust Company Affiliate