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They include 584 individual clients, 76 high-net-worth individuals and 44 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenwood Capital Associates offer?","answer":"Greenwood Capital Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Greenwood Capital Associates charge?","answer":"Greenwood Capital Associates charges 1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and has a $600 annual minimum.","source":"2026_03_20 GREENWOOD CAPITAL ADV 2A AND 2B, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greenwood Capital Associates use?","answer":"Greenwood Capital Associates’ separately managed account assets are held at Countybank, Trust Services (Dept) (Greenwood, SC), with $836M and Charles Schwab & Co., Inc. (Orlando, FL), with $705M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenwood Capital Associates have?","answer":"Greenwood Capital Associates has 16 investment adviser representatives registered with state securities authorities, out of 21 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenwood Capital Associates invest in?","answer":"At the end of its last fiscal year, Greenwood Capital Associates’ separately managed accounts held 37% exchange-traded equities, 24% U.S. government and agency bonds, 18% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 6% state and local bonds and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenwood Capital Associates?","answer":"Greenwood Capital Associates’ direct owners are TCB Corporation (75% or more) and Walter Todd (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 15 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenwood Capital Associates get paid?","answer":"Greenwood Capital Associates is paid through a percentage of assets under management, fixed fees and other compensation. 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