John
Mcalhany

Greenwood Capital Associates, LLC

CRD#4330373
Investment Advisor
in Greenwood, SC

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About this Advisor

John Mcalhany is a financial advisor based in Greenwood, South Carolina with a total of 14 years of relevant experience. Mcalhany works at Greenwood Capital Associates, LLC. They have spent their whole employment at Greenwood Capital Associates, Llc. Mcalhany maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in South Carolina. Greenwood Capital Associates, LLC is a financial advisory business operating out of Greenwood, SC. The investment advisory business has a total of 20 employees. It administers $1 billion in assets under management across its 682 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 32 charities and foundations. Of its 682 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. Greenwood Capital Associates, LLC offers 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. Financial advisory fees typically vary depending on the services provided. However, fee types charged by Greenwood Capital Associates, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

14 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

John Mcalhany Work History

John has been registered as a financial advisor for 14 years.*

2001 - Present (23 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 John Mcalhany 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
John Proctor
Greenville, SC
Walter Todd
Greenville, SC
Brian Disher
Greenville, SC
Justin Bartanus
Greenville, SC
William Coxe
Greenville, SC
Karen Symmes
Greenwood, SC
Melissa Bane
Greenville, 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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