Greenwood Capital

Greenwood Capital Associates, Inc. is a privately owned investment manager based in Greenwood, South Carolina, with an additional office in Greenville, South Carolina. Established in 1983, the firm primarily serves individual clients, including high net worth individuals, pension plans, charitable organizations, and government entities. It manages a variety of client-focused portfolios, including equity, fixed income, and balanced funds, while also launching and managing mutual funds in these categories. Greenwood Capital invests in the U.S. public equity and fixed income markets, focusing on large-cap stocks and investment-grade corporate bonds, as well as government and tax-free municipal bonds. The firm's investment approach incorporates fundamental, technical, and cyclical analysis, reflecting a holistic understanding of market trends and economic conditions to meet the needs of its clients.

Brian Lanier Disher

Director of Wealth Management, VP and Portfolio Manager

L. Keith Mullins

Managing Principal

John Durham Wiseman

Director of Fixed Income and Portfolio Manager

Halloran C.F.A., CFA, David Arthur

Director of Portfolio Strategies

Decker C.F.A., CFA, John Robert

Director of Equity and Portfolio Manager

Todd III, Walter Blakely

President, MD, CIO and Principal

1 past transactions

Digemy

Seed Round in 2017
Digemy is an EduTech that help training providers transform their physical workshops into engaging and effective online learning. It is an educational technology startup in South Africa with its new learning platform. It continuously measures the knowledge of the learner before and during each course, and then creates unique learning curves for each learner based on what they know and don't know. The platform can be used by any course creator, since text, video, and audio content can easily be loaded using their content management system, and is accessible to learners on PC, tablet, and mobile. The courses are data light and perfect for learning in any environment, be it in the classroom or on the move. They have also created a series of financial literacy courses to educate the South African and African Market. The Besmarta financial literacy series is hosted on the Digemy(r) Knowledge Partner and consists of 5 hours of financial literacy material, in text, video, and audio format. They also teach learners how to automate their finances, manage their debt, create budgets and debt repayment plans that work, and ultimately how to manage their expenses to increase their saving and net worth, and learn how to set SMARTA, tangible financial goals using the SMARTA goal-setting method.