Tech stack
No one at Greenwood Capital Associates, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
C
Countybank, Trust Services (Dept)
Per Form ADV · $790M held · filed Mar 2024
Schwab
Per Form ADV · $503M held · filed Mar 2024