Atwood Capital Management, LLC

Overview

Atwood Capital Management, LLC is a Texas-based limited liability company that offers financial planning and portfolio management services aimed at individuals and small businesses. The firm is owned by an individual and operates under a fee model that includes both a percentage-of-assets-under-management component and fixed fees. It is registered at the state level in Texas and is not designated as a multi-state or pension consultant adviser. Atwood does not identify as an active ESG investor and reports a conventional advisory focus rather than serving as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives