David Upchurch
David Upchurch is a registered investment advisor at Headland Capital, based in St. Augustine, FL, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,307 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Location
24 Cathedral Place, Suite 500, St. Augustine, FL, 32084
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David uses Old Quarry Enterprises, LLC as an S-corp for tax purposes and Upchurch and Corn Advisors and Coastal Wealth Management as DBAs for his LPL business. He also works with GamePlan Insurance & Financial Solutions selling life, disability, and long-term care insurance, taking about half of his time, and provides investment advisory services through Headland Capital LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Headland Capital
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Transamerica Financial Advisors, INCBroker
Nylife Securities LLCBroker
State Registrations5 states
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