David Upchurch
Headland Capital · St. Augustine, Florida
David Upchurch is a fee-only financial advisor at Headland Capital in St. Augustine, Florida. Headland Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Headland Capital |
|---|---|
| Based in | St. Augustine, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $559.3M across 2,281 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 5241854 |
| Exams passed | Series 66 (2017) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | headland.capital |
How David's firm compares
- Headland Capital's average account is about $245,000, from its Form ADV (assets managed divided by 2,281 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Upchurch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Headland Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Headland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Upchurch based?
David Upchurch is based in St. Augustine, Florida.
Is David Upchurch registered with the SEC?
Yes. David Upchurch is registered as an investment adviser representative in FL and TX (CRD 5241854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Headland Capital manage?
Headland Capital reports $559.3M across 2,281 accounts in assets under management.
How do I contact David Upchurch?
Through David's website, headland.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.