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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 1
- LEI
- 254900PKRA5HIUIRFD84
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLIN, WILLAM, BAILEY | I | VICE CHAIRMAN | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BANE, MELISSA, DAWN | I | SENIOR PRIVATE CLIENT ADVISOR | NA | |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRINCIPAL | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRINCIPAL | NA | Control |
| BELL, JAMES, PHILIP | I | PRINCIPAL | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | PRESIDENT | NA | Control |
| BELL, JAMES, PHILIP | I | CEO | NA | Control |
| BELL, JAMES, PHILIP | I | CEO | NA | Control |
| BELL, JAMES, PHILIP | I | CEO | NA | Control |
| BOND, CLAUD, WILLIAM | I | SENIOR TRADING MANAGER | NA | |
| BOND, CLAUD, WILLIAM | I | SENIOR TRADING MANAGER | NA | |
| COOPER, JOHN, WESLEY | I | PRIVATE CLIENT ADVISOR | NA | |
| COOPER, JOHN, WESLEY | I | PRIVATE CLIENT ADVISOR | NA | |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | DIRECTOR OF EQUITY | NA | Control |
| DECKER, JOHN, ROBERT | I | MEMBER | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| DISHER, BRIAN, LANIER | I | DIRECTOR OF WEALTH MANAGEMENT | NA | Control |
| HARPER, JOHN, WILLIAM | I | PRESIDENT | NA | Control |
| HARPER, JOHN, WILLIAM | I | PRESIDENT | NA | Control |
| HARPER, JOHN, WILLIAM | I | PRESIDENT | NA | Control |
| ILLGES, RALPH, WALTON | I | SECRETARY/TREASURER | NA | |
| KENNEDY, MICHELLE, B. | I | CCO | NA | |
| KENNEDY, MICHELLE, BANNISTER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOLLIS, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOLLIS, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOLLIS, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| LOLLIS, DENISE, HEMINGWAY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| MCALHANY, JOHN, WILLIAM | I | PRINCIPAL | NA | Control |
| MCALHANY, JOHN, WILLIAM | I | PRINCIPAL | NA | Control |
| NIX, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NIX, MICHAEL, WAYNE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| NIX, MICHAEL, WAYNE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| NIX, MICHAEL, WAYNE | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| NIX, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NIX, MICHAEL, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| Pyles, Mark, Kurt | I | DIRECT OF MULTI-ASSET STRATEGIES | NA | Control |
| Pyles, Mark, Kurt | I | DIRECT OF MULTI-ASSET STRATEGIES | NA | Control |
| SHERMAN, ASHLEY, DAWES | I | PRINCIPAL | NA | Control |
| SHERMAN, ASHLEY, DAWES | I | PRINCIPAL | NA | Control |
| SHERMAN, ASHLEY, DAWES | I | PRINCIPAL | NA | Control |
| SHERMAN, ASHLEY, DAWES | I | PRINCIPAL | NA | Control |
| TODD, WALTER, BLAKELY | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| WISEMAN, JOHN, DURHAM | I | DIRECTOR OF FIXED INCOME | NA | Control |
| TCB CORP | DE | MEMBER | E | Control |
| TCB CORP | DE | MEMBER | E | Control |
| TCB CORP | DE | MEMBER | E | Control |
| TCB CORP | DE | MEMBER | E | Control |
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| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
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| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
| TCB CORPORATION | DE | MEMBER | E | Control |
| WEALTHTRUST, LLC | DE | MEMBER | E | Control |
| WEALTH TRUST, INC. | DE | SHAREHOLDER | D | Control |
| WEALTHTRUST LLC | DE | MEMBER | D | Control |
| WEALTHTRUST LLC | DE | MEMBER | D | Control |
| WEALTHTRUST, INC. | DE | MEMBER | D | Control |
| WEALTHTRUST, INC. | DE | MEMBER | D | Control |
| WEALTHTRUST, INC. | DE | MEMBER | D | Control |
| BELL, JAMES, PHILIP | I | PRINCIPAL | B | Control |
| GRAMPJOHN, INC. | DE | MEMBER | B | |
| HAMMOND HILL, INC. | DE | MEMBER | B | |
| HAMMOND HILL, INC. | DE | MEMBER | B | |
| HAMMOND HILL, INC. | DE | MEMBER | B | |
| HARPER, JOHN, WILLIAM | I | PRESIDENT | B | Control |
| MCALHANY, JOHN, WILLIAM | I | PRINCIPAL | B | Control |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| WOODGREEN, INC. | DE | MEMBER | B | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| CITADEL INVESTMENT CORPORATION | DE | MEMBER | A | |
| NIX, MICHAEL, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| NIX, MICHAEL, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| NIX, MICHAEL, WAYNE | I | CHIEF OPERATING OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| TODD, WALTER, BLAKELY | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A | |
| W&L INVESTMENT CORPORATION | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | E | Control |
| HARPER, JOHN, WILLIAM | I | HAMMOND HILL, INC. | E | Control |
| HARPER, JOHN, WILLIAM | I | HAMMOND HILL, INC. | E | Control |
| HARPER, JOHN, WILLIAM | I | HAMMOND HILL, INC. | E | Control |
| MCALHANY, JOHN, WILLIAM | I | GRAMPJOHN, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MK HOLDING, INC. | DE | MORGAN ASSET MANAGEMENT, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| MORGAN ASSET MANAGEMENT, INC. | DE | WEALTHTRUST, INC. | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| NIX, MICHAEL, WAYNE | I | CITADEL INVESTMENT CORPORATION | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| REGIONS FINANCIAL CORP. | DE | MK HOLDING, INC. | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| TODD, WALTER, BLAKELY | I | W&L INVESTMENT CORPORATION | E | Control |
| WEALTHTRUST HOLDINGS CO | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS CO | DE | WEALTHTRUST LLC | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO | E | Control |
| WEALTHTRUST HOLDINGS LLC | DE | WEALTHTRUST HOLDINGS CO | E | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | D | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | D | Control |
| BELL, JAMES, PHILIP | I | WOODGREEN, INC. | D | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| FALCON MEZZANINE PARTNERS II LP | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
| NMC CPC WT INVESTMENT LLC | DE | WEALTHTRUST HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (14)
AL AZ CA FL GA LA NC NH NJ NY SC TX VA WA
Address
425 MAIN STREETSUITE 100
GREENWOOD, SC 29646-2741
United States
Phone: 864-941-4049