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| Happy Holidays!! thanks for using AUM13F!! |
| Greenwood Capital Associates LLC
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| CRD # | 115015 |
| SEC # | 801-60493 |
| CIK # | 0001161822 |
| AUM | $1.7 B (2025-06-05) |
| Employees | 19 (74% Investors, 0% Brokers) |
| Phone | 864-941-4049 |
| Address | 425 Main Street Greenwood, SC 29646-2741 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.7 | ||
| Apple Inc | 30.4 | ||
| Alphabet Inc | 22.0 | ||
| Amazon Com Inc | 18.0 | ||
| Broadcom Inc | 13.1 | ||
| J P Morgan Chase & Co | 11.9 | ||
| International Business Machines Corp | 11.5 | ||
| Amphenol Corp /DE/ | 10.1 | ||
| Facebook Inc | 9.6 | ||
| Oracle Corp | 9.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 651.8 |
| (b) Individuals (high net worth individuals) | 73 | 243.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.4 |
| (h) Charitable organizations | 41 | 138.9 |
| (i) State or municipal government entities | 10 | 488.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 138.7 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 1,668.0 |
| By Discretionary | ||
| Discretionary | 706 | 1,668.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 706 | 1,668.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,668.0 | |
| Total | 706 | 1,668.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001161822] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JSF Financial LLC
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|
CA | 1.7 |
|
Physician Wealth Advisors Inc
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|
UT | 1.7 |
|
The Fiduciary Group LLC
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|
GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |
|
Retirement Management Systems Inc
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|
MD | 1.7 |
|
Bensler LLC
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|
WA | 1.6 |
|
Midwestern Securities Trading Company LLC
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|
IL | 1.6 |
|
Meyers Wealth Management LLC
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|
OH | 1.6 |