Morgan Crawford
Headland Capital · Mt. Pleasant, South Carolina
Morgan Crawford is a fee-only financial advisor at Headland Capital in Mt. Pleasant, South Carolina, who holds the CFP credential. Headland Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Morgan →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6483087 |
| Exams passed | Series 66 (2018) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | headland.capital |
How Morgan'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 Morgan
Tell Morgan a little about what you're looking for. Morgan 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 Morgan
Is Morgan Crawford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morgan 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 Morgan charge for financial advice?
Morgan's firm, Headland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Morgan Crawford based?
Morgan Crawford is based in Mt. Pleasant, South Carolina.
What credentials does Morgan Crawford hold?
Morgan Crawford holds the CFP credential.
Is Morgan Crawford registered with the SEC?
Yes. Morgan Crawford is registered as an investment adviser representative in SC (CRD 6483087), 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 Morgan Crawford?
Through Morgan'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.