Greenville Capital

Greenville Capital provides discretionary portfolio management primarily for individuals, families, trusts, pension and charitable accounts and also offers holistic financial planning, trust advisory, and estate settlement services as needed. The firm operates as a fee-only adviser using asset-based billing and serves a relatively small client base with about $40 million in assets under management.

Investment decisions are governed by a mutually agreed investment policy statement and use a combination of risk-tolerance conversations, questionnaires, and retirement analysis to set appropriate asset allocation. Portfolios are constructed from institutional managers across equity, fixed income, and real assets using a mix of active managers, active indexers (smart beta), and passive funds, with a documented quantitative and qualitative screening process and backtesting to monitor manager selection and portfolio construction over time.

What is noteworthy is the single-advisor structure with long industry experience paired with specialized offerings uncommon for many solo firms, such as formal trust advisory and fee-based estate settlement work. Clients are generally required to custody assets at Charles Schwab (the firm participates in Schwab Institutional) and retain responsibility for proxy voting, reflecting the firm’s operational practices around custody and client duties.