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 operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. While the firm does not actively engage in ESG investing, it has established itself in the financial advisory space, offering tailored investment strategies to meet the unique needs of its clientele.
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 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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