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Greenwood Capital Associates, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 901
      Accounts
    • $1.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

15

name start date
David Arthur Halloran
July 2009
William Macallister Coxe
December 2017
Walter Blakely Todd
October 2008
Brian Lanier Disher
March 2010
Denise Hemingway Lollis
October 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Countybanc Insurance Services -- --
    Countybanc Insurance Services, Inc. -- --
    Countybanc Investments Services, Inc. -- --
    Countybank Trust Services/Wealth Management -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Walter Blakely Todd President/Chief Investment Officer August, 2017 5% to 10%
      Denise Hemingway Lollis Chief Compliance Officer/Chief Operating Officer February, 2016 less than 5%
      John Durham Wiseman Director Of Fixed Income June, 2014 less than 5%
      John Robert Decker Director Of Equity June, 2014 less than 5%
      Brian Lanier Disher Director Of Wealth Management June, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other