Claud
Bond

Greenwood Capital Associates, LLC

CRD#5608928
Investment Advisor
in Greenwood, SC

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About this Advisor

Claud Bond is a financial advisor based out of Greenwood, South Carolina with 15 years of industry experience. Bond is on the advisory team at Greenwood Capital Associates, LLC. They have been employed by Greenwood Capital Associates, Llc for the entirety of their career. Bond maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Greenwood Capital Associates, LLC is a registered investment business based in Greenwood, SC. The firm has a total of 20 people on staff. It handles $1 billion in assets under management among its 682 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 32 charitable organizations. Of its 682 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees for financial advisory services largely depend on which service is offered. Fee types billed by Greenwood Capital Associates, LLC can consist of some combination of asset-based and other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Others

Office Location

425 Main Street Suite 100
Greenwood, SC 29646-2741

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Greenwood Capital Associates, LLC Brokerage Details

Total Assets Under Management

$1,364,808,572

SC Average: $646,059,043
Total Number of Employees

20

SC Average: 13
Total Number of Accounts

682

SC Average: 661
Average Account Size

$2,001,186

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Claud Bond Work History

Claud has been registered as a financial advisor for 15 years.*

2002 - Present (22 years)

Greenwood Capital Associates, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claud Bond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Greenwood Capital Associates, LLC

John Decker
Greenville, SC
Walter Todd
Greenville, SC
John Proctor
Greenville, SC
Brian Disher
Greenville, SC
Justin Bartanus
Greenville, SC
William Coxe
Greenville, SC
Karen Symmes
Greenwood, SC
John Wiseman
Greenwood, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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