Matthew McCloghry
Headland Capital · Mt. Pleasant, South Carolina
Matthew McCloghry 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.
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Facts
| Firm | Headland 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 FL · CRD 6196875 |
| Exams passed | Series 63 (2013) · Series 66 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | headland.capital |
How Matthew's firm compares
- Headland Capital's average account is about $245,000, from its Form ADV (assets managed divided by 2,281 accounts).
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Questions about Matthew
Is Matthew McCloghry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Headland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew McCloghry based?
Matthew McCloghry is based in Mt. Pleasant, South Carolina.
Is Matthew McCloghry registered with the SEC?
Yes. Matthew McCloghry is registered as an investment adviser representative in FL (CRD 6196875), 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 Matthew McCloghry?
Through Matthew'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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