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Bruce Brenner Wood

Hilton Head Capital Partners

7 Lafayette Place
Suite B

Hilton Head Island, SC 29926
(833) 3004427

About Hilton Head Capital Partners

Hilton Head Capital Partners founder, Bruce Wood, 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.

General Information

Firm Start Year

2017

No.of Employees

2-4

CRD#

844688

Firm CRD#

299375

Name of Custodial Firm

Raymond James, Charles Schwab

Years of Experience in Financial Services

41

Number of Years with Current Firm

3

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Insurance

I can meet clients in the following ways

Via phone, Via email, At your home, At my office, At your office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Annuity, Health

Firm Information

Firm's Number of Clients

80

Firm's Number of Managed Clients

80

Assets Managed by Firm

$60,000,000

Advisor's Number of Clients

50

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

0

Assets Managed by Advisor

$45,000,000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

Bachelor of Science - Business Administration

California State University at Los Angeles
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