RIA Intel›Advisers›South Carolina›GREENVILLE CAPITAL ADVISORS, LLC

GREENVILLE CAPITAL ADVISORS, LLC

Advisory

GREENVILLE, SC

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$291K

across 138 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$353K

Discretionary %99.1%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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BECKWITH FINANCIAL ADVISORS, INC.

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HARRISON, WILLIAM BENJAMIN

$42M

GREENSIDE FINANCIAL, LTD

$39M

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