Greenville Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,204,407
Total clients
61
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$659,089
About
Greenville Capital provides discretionary portfolio management primarily for individuals, families, trusts, pension and charitable accounts and also offers holistic financial planning, trust advisory, and estate settlement services as needed. The firm operates as a fee-only adviser using asset-based billing and serves a relatively small client base with about $40 million in assets under management.
Investment decisions are governed by a mutually agreed investment policy statement and use a combination of risk-tolerance conversations, questionnaires, and retirement analysis to set appropriate asset allocation. Portfolios are constructed from institutional managers across equity, fixed income, and real assets using a mix of active managers, active indexers (smart beta), and passive funds, with a documented quantitative and qualitative screening process and backtesting to monitor manager selection and portfolio construction over time.
What is noteworthy is the single-advisor structure with long industry experience paired with specialized offerings uncommon for many solo firms, such as formal trust advisory and fee-based estate settlement work. Clients are generally required to custody assets at Charles Schwab (the firm participates in Schwab Institutional) and retain responsibility for proxy voting, reflecting the firm’s operational practices around custody and client duties.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Passive / index investing
Active portfolio management
Factor investing / smart beta
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, may be waived or negotiated Fee-only: Fee-only registered investment advisor; no commissions or product sales
Main office location
Greenville Capital
330 East Coffee Street
Greenville SC 29601, United States
Number of offices
1
Most active in
Greenville Capital has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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