Wolfdog Capital LLC
RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$1.4M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332040
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wolfdog Capital LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm provides portfolio management services for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. According to available disclosures, Wolfdog does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1
Joshua Dannett
CEOCRD 7936467
Wealth 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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