# Headland Capital

> Headland Capital is an SEC-registered investment advisory firm in Mt. Pleasant, SC, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 332277
- Filed as: HEADLAND CAPITAL
- Legal name: Headland Capital, LLC
- Also doing business as: BARNETT WEALTH ADVISORS, LLC, COASTAL WEALTH MANAGEMENT, LLC, UPCHURCH & CORN ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332277
- AdvisorCensus page: https://advisorcensus.com/firm/headland-capital-mt-pleasant-sc-332277

## Quick answers

**How is Headland Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Headland Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Headland Capital located?**
Headland Capital's principal office is in Mt. Pleasant, SC, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Headland Capital registered with the SEC or a state?**
Headland Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332277.

**How much does Headland Capital manage?**
Headland Capital reports $559,277,399 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (86% discretionary).

**How have Headland Capital's assets and staff changed since 2024?**
In the Form ADV data for Headland Capital: Regulatory assets under management: $0 in the October 2024 data and $559,277,399 in the October 2026 data. Total employees: 9 in October 2024 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Headland Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (521); high net worth individuals (116); charitable organizations (10).

**Which custodians does Headland Capital use?**
Headland Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Headland Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332277

**What changed in Headland Capital's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in MD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $559,277,399
- Discretionary: $481,815,058
- Non-discretionary: $77,462,341

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 521 | $198,183,964 |
| High net worth individuals | 116 | $323,105,794 |
| Charitable organizations | 10 | $10,473,559 |
| Corporations or other businesses not listed above | 9 | $27,514,082 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 19 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, KY, LA, MD, NC, NY, OH, SC, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Jacksonville, FL
- St. Augustine, FL

### Websites listed on Form ADV (Item 1.I)
- headland.capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 9 | August 7, 2024 |
| October 2025 | $403,025,177 | 19 | July 24, 2025 |
| October 2026 | $559,277,399 | 19 | June 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $559,277,399 in the October 2026 data.
Total employees: 9 in October 2024 and 19 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in MD.

### April 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $403,025,177 to $559,277,399 (+39%).

### January 2026
- Changed its office addresses in Jacksonville, FL.

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Headland Capital (CRD 332277): Form ADV filing data as of October 2026.