David Whittle Upchurch
Professional Summary
David Whittle Upchurch, who also goes by Dave Upchurch, David Upchurch, is a registered financial advisor currently at HEADLAND CAPITAL located in St. Augustine, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Upchurch, David Upchurch
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464Phone Number
(843) 388-4300# of Employees
19SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,281AUM (Assets Under Management)
$559,277,399Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/14/2025)
(2/4/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Whittle Upchurch's CRS (Customer Relationship Summary).
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