Headland Capital
Headland Capital is an SEC-registered mass-market adviser in Mt. Pleasant, SC with $559.3M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Headland Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332277, SEC 801-130923, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $559.3M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Mt. Pleasant, SC
- Employees
- 19
- Clients
- 656
- CRD
- 332277
- Ownership
- COX, ERIC, SCOTT; GOFORTH, SONIA, ANN; UPCHURCH, DAVID, WHITTLE; CORN, TYLER, BROOKS
How much AUM does Headland Capital have?
Headland Capital reported $559.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Headland Capital?
Disclosed owners and executives of Headland Capital include COX, ERIC, SCOTT, GOFORTH, SONIA, ANN, UPCHURCH, DAVID, WHITTLE, CORN, TYLER, BROOKS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.