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Paladin Registry Approved

Paladin Research must approve advisors before they are profiled in the Paladin Registry.

Approval is based on a comprehensive review of the advisor’s credentials, ethics, business practices, and services.

Paladin Research also reviews public data for advisors that is accessible on the Internet. For example, researchers review the advisors’ compliance records at FINRA.

Advisor data is documented on profiles so investors have a permanent record.

Paladin Research Report For:

Bruce Wood

Hilton Head Capital Partners

Bruce Wood, a financial fiduciary has been a Paladin Registry member since 2020. Bruce is the owner of Hilton Head Capital Partners. certifications and has over 42 years of experience. Bruce provides financial services to clients in the Hilton Head Island, South Carolina area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • 42
C. College Degrees
  • California State University at Los Angeles - Bachelor of Science in Business Administration
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Hilton Head Capital Partners believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.

G. Asset Requirement
  • $50,000

II. Contact Information

A. Key Contact
  • Bruce Wood
B. Main Location
  • 7 Lafayette Place
    Suite B
    Hilton Head Island, South Carolina, 29926
C. Additional Locations
  • Charlotte, North Carolina
    Birmingham, Alabama
D. Telephone
  • 833.300.4427

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Hilton Head Capital Partners
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Hilton Head Capital Partners
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Raymond James
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 42 Years
B. College, Degrees, Years
  • California State University at Los Angeles - Bachelor of Science in Business Administration
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - South Carolina
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 844688
  • IARD: 844688
  • Insurance: 584797
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Alabama
    • North Carolina
    • South Carolina
    • Virginia
  • Insurance Products for Commission: South Carolina
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Hilton Head Capital Partners believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing—an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.

B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • 60
D. Assets (Management, Advisement)
  • $40,000,000
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
B. Types of Financial Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Financial Counsulting

IX. Certification

Advisor Name
  • Bruce Wood
Most Recent Update:
  • Apr 22, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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