David Whittle Upchurch
Investment adviser representative at Headland Capital
12 yearsExperience
2 statesRegistered in
$559.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Headland Capital, LLCDec 2024 to now
- Upchurch & Corn AdvisorsSep 2018 to now
- Maryland Financial Group, Inc.Aug 2017 to Dec 2024
- LPL Financial LLCApr 2016 to Jun 2026
- Barnett Wealth AdvisorsJul 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Headland Capital
Legal name: Headland Capital, LLC
$559.3MAssets managed
656Clients
10Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5241854
- Firm CRD
- 332277