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Managing Director · Headland Capital

Eric S. Cox

CRD 2360876 · Named on Form ADV at one SEC-registered adviser

At a glance

Headland Capital, an SEC-registered wealth manager based in Mt. Pleasant, SC with $559 million in regulatory assets, lists Eric S. Cox on its Form ADV as Managing Director, a control person.

Firms and roles

  • Headland CapitalManaging DirectorWealth manager · Mt. Pleasant, SC · $559M in regulatory assets

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.