$40.2M Total AUM
$39.9M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
330 East Coffee Street Greenville SC
About Greenville Capital
Greenville Capital is an independent, fee-only RIA and financial planning firm in South Carolina led by CFP(R) Mauldin Avinger. The boutique practice delivers customized, cost-efficient, institutional-based portfolio management alongside collaborative planning, coordinating with clients' other professionals. Custody is with Charles Schwab.
Team overview
-- AVG AGE
$40.2M AVG AUM / ADVISOR
$659.1K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
NORMAN MAULDIN AVINGER
Chief Investment Officer, FOUNDER, Greenville
- CRD
- #2489917
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,851,896 | -- |
| Non-Discretionary | $352,511 | -- |
| Total | $40,204,407 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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