Dogwood Capital Management

Overview

Dogwood Capital Management is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select and place assets with outside managers — Dogwood describes itself as a capital allocator. Their billing mixes asset-based fees with hourly and flat-fee arrangements. Dogwood does not position itself as an ESG-active investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives