CRD: 115015
Greenwood Capital Associates, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-05-2001
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between August 4, 2025 and April 15, 2026, reported AUM increased 5.8%, from $1.7B to $1.8B.
Across 5 reported observations, AUM increased 13.9% between March 31, 2022 and April 15, 2026, from $1.5B to $1.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 764 clients, or 54.6 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 3 reported office locations and 25 years in operation. The source data was last updated on April 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Greenwood Capital Associates, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Greenwood Capital Associates, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.