GREENWOOD CAPITAL ASSOCIATES, LLC
CRD #115015 SEC #801-60493 GREENWOOD, SC 864-941-4049
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
19
Clients
101
Accounts
706
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.7B | $0 | 19 | 3 |
| Jun 2025 | $1.7B | $1.7B | $0 | 19 | 3 |
| Mar 2025 | $1.7B | $1.7B | $0 | 19 | 3 |
| Mar 2024 | $1.5B | $1.5B | $0 | 19 | 7 |
| Apr 2023 | $1.4B | $1.4B | $0 | 20 | 9 |
| Mar 2023 | $1.4B | $1.4B | $0 | 20 | 9 |
| Mar 2022 | $1.5B | $1.5B | $0 | 19 | 12 |
| May 2021 | $1.5B | $1.5B | $0 | 19 | 12 |
| Mar 2021 | $1.5B | $1.5B | $0 | 19 | 12 |
| Jun 2020 | $1.3B | $1.3B | $0 | 18 | 5 |
| Mar 2020 | $1.3B | $1.3B | $0 | 18 | 5 |
| Apr 2019 | $1.3B | $1.3B | $0 | 19 | 1 |
| Mar 2019 | $1.3B | $1.3B | $0 | 19 | 1 |
| Oct 2018 | $1.2B | $1.2B | $0 | 18 | 1 |
| Oct 2018 | $1.2B | $1.2B | $0 | 18 | 1 |
| Jul 2018 | $1.2B | $1.2B | $0 | 18 | 1 |
| Jul 2018 | $1.2B | $1.2B | $0 | 18 | 1 |
| Mar 2018 | $1.2B | $1.2B | $0 | 19 | 1 |
| Mar 2018 | $1.2B | $1.2B | $0 | 19 | 1 |
| Jul 2017 | $1.1B | $1.1B | $0 | 18 | 800 |
| Jun 2017 | $1.1B | $1.1B | $0 | 18 | 800 |
| Mar 2017 | $1.1B | $1.1B | $0 | 18 | 800 |
| Jan 2017 | $1.1B | $1.1B | $0 | 18 | 468 |
| Nov 2016 | $1.1B | $1.1B | $0 | 17 | 468 |
| Jul 2016 | $1.1B | $1.1B | $0 | 17 | 468 |
| Jun 2016 | $1.1B | $1.1B | $0 | 18 | 468 |
| Apr 2016 | $1.1B | $1.1B | $0 | 18 | 468 |
| Apr 2016 | $1.1B | $1.1B | $0 | 18 | 468 |
| Mar 2016 | $1.1B | $1.1B | $0 | 17 | 468 |
| Mar 2016 | $1.1B | $1.1B | $0 | 17 | 468 |
| Aug 2015 | $1.1B | $1.1B | $0 | 16 | 500 |
| Aug 2015 | $1.1B | $1.1B | $0 | 16 | 500 |
| Jul 2015 | $1.1B | $1.1B | $0 | 16 | 500 |
| Jul 2015 | $1.1B | $1.1B | $0 | 16 | 500 |
| Jun 2015 | $1.1B | $1.1B | $0 | 15 | 500 |
| Mar 2015 | $1.1B | $1.1B | $0 | 15 | 500 |
| Apr 2014 | $970.6M | $970.6M | $0 | 15 | 400 |
| Mar 2014 | $936.4M | $936.4M | $0 | 14 | 400 |
| Oct 2013 | $936.4M | $936.4M | $0 | 14 | 400 |
| Aug 2013 | $931.9M | $931.9M | $0 | 13 | 400 |
| Jul 2013 | $931.9M | $931.9M | $0 | 13 | 400 |
| Mar 2013 | $905.2M | $905.2M | $0 | 13 | 400 |
| Mar 2012 | $915.1M | $904.1M | $11M | 11 | 400 |
| Mar 2011 | $905.9M | $894.7M | $11.2M | -- | -- |
| Feb 2011 | $770.9M | $760.8M | $10.1M | -- | -- |
| Feb 2010 | $770.9M | $760.8M | $10.1M | -- | -- |
| Sep 2008 | $694.1M | $675.3M | $18.7M | -- | -- |
| Mar 2008 | $694.1M | $675.3M | $18.7M | -- | -- |
| Mar 2007 | $831.5M | $810.9M | $20.6M | -- | -- |
| Dec 2006 | $948.6M | $921M | $27.6M | -- | -- |
| Sep 2005 | $1.1B | $1B | $29.6M | -- | -- |
| Aug 2004 | $1B | $1B | $30.4M | -- | -- |
| Mar 2002 | $989.6M | $959.6M | $30M | -- | -- |
| Aug 2001 | $1B | $980.4M | $28.9M | -- | -- |
DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients3
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients3
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients3
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients7
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients9
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients9
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients12
DateMay 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients12
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients12
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients5
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients5
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients1
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients1
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients1
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients1
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients1
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients1
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients800
DateJun 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients800
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients800
DateJan 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients468
DateNov 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients468
DateJul 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients468
DateJun 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients468
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients468
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients468
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients468
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients468
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients500
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients500
DateJul 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients500
DateJul 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients500
DateJun 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients500
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients500
DateApr 2014
Total AUM$970.6M
Discretionary$970.6M
Non-Disc.$0
Employees15
Clients400
DateMar 2014
Total AUM$936.4M
Discretionary$936.4M
Non-Disc.$0
Employees14
Clients400
DateOct 2013
Total AUM$936.4M
Discretionary$936.4M
Non-Disc.$0
Employees14
Clients400
DateAug 2013
Total AUM$931.9M
Discretionary$931.9M
Non-Disc.$0
Employees13
Clients400
DateJul 2013
Total AUM$931.9M
Discretionary$931.9M
Non-Disc.$0
Employees13
Clients400
DateMar 2013
Total AUM$905.2M
Discretionary$905.2M
Non-Disc.$0
Employees13
Clients400
DateMar 2012
Total AUM$915.1M
Discretionary$904.1M
Non-Disc.$11M
Employees11
Clients400
DateMar 2011
Total AUM$905.9M
Discretionary$894.7M
Non-Disc.$11.2M
Employees--
Clients--
DateFeb 2011
Total AUM$770.9M
Discretionary$760.8M
Non-Disc.$10.1M
Employees--
Clients--
DateFeb 2010
Total AUM$770.9M
Discretionary$760.8M
Non-Disc.$10.1M
Employees--
Clients--
DateSep 2008
Total AUM$694.1M
Discretionary$675.3M
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2008
Total AUM$694.1M
Discretionary$675.3M
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2007
Total AUM$831.5M
Discretionary$810.9M
Non-Disc.$20.6M
Employees--
Clients--
DateDec 2006
Total AUM$948.6M
Discretionary$921M
Non-Disc.$27.6M
Employees--
Clients--
DateSep 2005
Total AUM$1.1B
Discretionary$1B
Non-Disc.$29.6M
Employees--
Clients--
DateAug 2004
Total AUM$1B
Discretionary$1B
Non-Disc.$30.4M
Employees--
Clients--
DateMar 2002
Total AUM$989.6M
Discretionary$959.6M
Non-Disc.$30M
Employees--
Clients--
DateAug 2001
Total AUM$1B
Discretionary$980.4M
Non-Disc.$28.9M
Employees--
Clients--