CRD: 115015
Greenwood Capital Associates, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-2001
- Office Locations
- 4
Office Locations
About Greenwood Capital Associates, LLC
Greenwood Capital is a South Carolina wealth and asset manager serving families, institutional investors, and financial advisors with consultative financial planning, retirement planning, and investment management. The team uses active, top-down portfolio management with a global perspective and customized plans. For institutions they act as an outsourced CIO; for advisors they provide behind-the-scenes sub-advisory via platforms/tri-party arrangements across the Southeast.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WALTER BLAKELY TODD III
Chief Investment Officer, President
- CRD
- #3262917
- Ownership
- 5% but less than 10%
MELISSA DAWN BANE
Client Advisor, SENIOR PRIVATE CLIENT ADVISOR
- CRD
- #6200088
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Justin Ray Bartanus
Investment Associate
- CRD
- #7005996
Colin James Burns
Associate Advisor
- CRD
- #7551765
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,765,086,387 | $2,414,619 |
| Non-Discretionary | $0 | -- |
| Total | $1,765,086,387 | $2,414,619 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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