Dogwood Capital, LLC
RIAState Registered
Total AUM
$5.8M
Discretionary
$5.2M
91% of AUM
Avg account
$961K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 135230
- Website
- www.dogwoodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dogwood Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management to individuals, families and small businesses, charging a percentage of assets under management. Its advisory activity centers on discretionary portfolio management; the firm does not identify as an ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents12%
- US Government Bonds8%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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