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Advisor

Eric Cox

Headland Capital · Mt. Pleasant, South Carolina

Eric Cox is a fee-only financial advisor at Headland Capital in Mt. Pleasant, South Carolina. Headland Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmHeadland Capital
Based in Mt. Pleasant, South Carolina
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 SC · CRD 2360876
Exams passedSeries 63 (1994) · Series 65 (2015)
Firm size19 employees
Disclosures None reported
Websiteheadland.capital

How Eric's firm compares

  • Headland Capital's average account is about $245,000, from its Form ADV (assets managed divided by 2,281 accounts).

What fee-only advisors charge in South Carolina

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Questions about Eric

Is Eric Cox a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?

Eric's firm, Headland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Eric Cox based?

Eric Cox is based in Mt. Pleasant, South Carolina.

Is Eric Cox registered with the SEC?

Yes. Eric Cox is registered as an investment adviser representative in SC (CRD 2360876), 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 Eric Cox?

Through Eric'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.

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