Greenville, SC Office
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Greenwood Capital Associates, LLC
Team
Firm-wide stats for Greenwood Capital Associates, LLC
About
Greenwood Capital Associates is an SEC‑registered investment advisory firm that provides financial planning and portfolio management to individuals and families as well as institutional clients, including foundations, endowments, trusts, healthcare providers, higher‑education institutions, and state or municipal government entities. The firm’s Wealth team delivers private client advisory and retirement guidance while its Investment Managers provide institutional investment management, sub‑advisory services, and group retirement plan consulting through third‑party administrators.
Investment decisions are overseen by an internal Investment Committee that uses fundamental, technical, cyclical, and active‑risk analysis to develop separately managed account and unified managed account strategies and to set sector and security weightings. Greenwood Capital offers discretionary management, model portfolios for third‑party implementation, and the ability to manage held‑away retirement plan assets via a third‑party platform (Pontera), while also providing limited administrative assistance such as client‑authorized fee deductions and Standing Letters of Authorization with custodians.
The firm is majority‑owned by TCB Corporation and discloses affiliations with Countybank and Countybank Trust Services, along with related insurance and mortgage entities; these relationships include referral arrangements and an affiliated insurance agency structure that the firm identifies as a potential conflict of interest. Greenwood Capital’s mix of services—serving municipal clients, acting as a model provider and sub‑adviser, and managing held‑away plan assets through a third‑party platform—distinguishes it from many multi‑team peers and is reflected in the firm’s disclosures.
Based on Greenwood Capital Associates, LLC
Location
201 West McBee Avenue
Greenville SC 29601
Advisors at this office
3
Advisors at this office
William C
Series 63, Series 65
Greenville, SC
Greenwood Capital Associates, LLC
William Coxe Jr. is a financial advisor with Greenwood Capital Associates, LLC, holding Series 63 and Series 65 designations and possessing nine years of industry experience. He has been with Greenwood Capital since 2017 and previously worked at Wcm Global Wealth LLC for one year. Greenwood Capital Associates is an SEC-registered investment advisory firm that offers financial planning and portfolio management services to individuals, families, and institutional clients, including foundations, endowments, and government entities. The firm utilizes a combination of fundamental, technical, cyclical, and active-risk analysis to inform its investment strategies and provides discretionary management, model portfolios, and managed retirement plan assets.
Justin B
Series 65
Greenville, SC
Greenwood Capital Associates, LLC
Justin Bartanus is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Greenwood Capital since 2018. Prior to this, he worked at Baylor College of Medicine from 2013 to 2017. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.
Walter T
Series 66
Greenville, SC
Greenwood Capital Associates, LLC
Walter Todd III is a financial advisor at Greenwood Capital Associates, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Greenwood Capital Associates since 2011. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting Investment Committee.
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