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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 5
Office Locations
About Headland Capital
Headland Capital is an SEC-registered investment adviser delivering investment advice and financial planning for individuals and business owners, including estate/tax planning, retirement plan support, insurance and business-succession planning. Portfolios commonly use ETFs and mutual funds. Securities are offered through LPL Financial, reflecting an RIA plus LPL brokerage model across affiliated practices such as Coastal Wealth Management.
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Owner & Executives
ERIC SCOTT COX
MANAGING DIRECTOR
- CRD
- #2360876
- Ownership
- 50% but less than 75%
TYLER BROOKS CORN
MANAGING DIRECTOR
- CRD
- #5526323
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MORGAN T CRAWFORD
Director of Operations and Planning
- CRD
- #6483087
Alexander Michael Day
Wealth Planning Strategist
- CRD
- #7872086
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,815,058 | $261,998 |
| Non-Discretionary | $77,462,341 | $175,254 |
| Total | $559,277,399 | $245,190 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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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