Dogwood Capital Management
Firm details
- Headquarters
- Prescott, Arizona
- CRD number
- 126568
- Website
- www.dogwoodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.7%
- Individuals11.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dogwood Capital Management is an independent, privately held RIA organized as a corporation and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Fee arrangements are flexible and include a percentage-of-AUM model plus hourly and fixed-fee options. The firm does not report an active ESG investing posture.
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 Equities67%
- Investment Grade Corp Bonds23%
- State & Local Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Albert Black
PresidentCRD 4661096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Prescott, AZ
Yavapai
Location
Prescott, AZ
Headquartered in Prescott, AZ, in the West of the United States.
- Region
- West
- County
- Yavapai
- Address
- 1579 W Gurley St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Victory Wealth Services, LLC
RIAPrescott, AZ
Yavapai Financial Planning, L.L.C.
RIAPrescott, AZ
Brio Financial Planning
RIAPrescott, AZ
Prescott Investor Services, Inc.
RIAPrescott, AZ
Montoya Wealth Management
RIAPrescott, AZ
Lane Brothers Investment Counsel
RIAPrescott, AZ