Greenville Capital Management Inc (Rockland)


Greenville Capital Management Inc is a large advisory firm based in Rockland. It manages $47 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, North Carolina, Ohio, and Pennsylvania.

Greenville Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenville Capital Management: assets under management

The assets under management (AUM) of Greenville Capital Management Inc is $47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenville Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Greenville Capital Management Inc

Greenville Capital Management Inc is owned by Kathryn Wilmarth Cruice. Charles Stine Cruice has been acting as President since 1 Jun 1989. Mary Ellen Lewis joined the executive team most recently as the Head Trader/Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Charles Stine Cruice President 1 Jun 1989 50% - 75% 807182
Kathryn Wilmarth Cruice Owner 1 Jun 1989 25% - 50% 4392160
Jeffrey Carl Rugen Director 1 Dec 1999 Other 1305156
Denise Michele Steele Chief compliance officer 1 Oct 2005 Other 4939152
Robert David Strauss Senior vice president and portfolio manager 1 Jan 2006 25% - 50% 2764924
Michael Christopher Berry Director of marketing 1 Jan 2006 Other 5146851
Douglas Lincoln Jordan Analyst 1 Jan 2006 Other 5149973
Mary Ellen Lewis Head trader/owner 1 Jan 2007 Other 1871155

Based in Rockland

The principal office where Greenville Capital Management Inc performs its advisory services is located at 100 S Rockland Falls Rd, Rockland, DE 19732 The mailing address of the firm is Po Box 220, Rockland, DE 19732. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 302-429-9799 or by fax 302-429-9786. The normal business hours are 8:30am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.greenvillecap.com.