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| Greenwood Capital Associates LLC
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|---|---|
| CRD # | 115015 |
| SEC # | 801-60493 |
| CIK # | 0001161822 |
| AUM | 1,765.1 M (2026-04-15) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-941-4049 |
| Address | 425 Main Street Greenwood, SC 29646-2741 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.8 | ||
| Alphabet Inc | 27.1 | ||
| Microsoft Corp | 26.4 | ||
| Amazon Com Inc | 16.4 | ||
| International Business Machines Corp | 11.8 | ||
| Johnson & Johnson | 11.5 | ||
| Lilly Eli & Co | 11.0 | ||
| Amgen Inc | 10.7 | ||
| Broadcom Inc | 9.9 | ||
| J P Morgan Chase & Co | 9.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 730.7 |
| (b) Individuals (high net worth individuals) | 76 | 285.7 |
| (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 | 4 | 8.5 |
| (h) Charitable organizations | 44 | 159.5 |
| (i) State or municipal government entities | 10 | 396.4 |
| (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 | 13 | 184.3 |
| (n) Other | 0 | 0.0 |
| Total | 731 | 1,765.1 |
| By Discretionary | ||
| Discretionary | 731 | 1,765.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 731 | 1,765.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,765.1 | |
| Total | 731 | 1,765.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001161822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 33 |
| Serves | Institutional, Retail, Research |
| LEI | 254900PKRA5HIUIRFD84 |
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