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They include 521 individual clients, 116 high-net-worth individuals and 10 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Headland Capital offer?","answer":"Headland Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Headland Capital charge?","answer":"Headland Capital charges 1.50%–1.75% for its Headland Capital Wrap Fee Program. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"HEADLAND CAPITAL, LLC ADV PART 2A WRAP, filed 1 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Headland Capital use?","answer":"Headland Capital’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $403M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Headland Capital have?","answer":"Headland Capital has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 14 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 Headland Capital invest in?","answer":"At the end of its last fiscal year, Headland Capital’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 9% cash and equivalents and 7% other. The 7% other category is described as: 529 Plans, Annuity Subaccounts, Other Individual Investment Categories That Do Not Equal 1%.","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 Headland Capital?","answer":"Headland Capital’s direct owners are Eric Cox (50% to 75%), David Upchurch (25% to 50%) and Tyler Corn (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Headland Capital get paid?","answer":"Headland Capital is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}