COTTONWOOD ASSET MANAGEMENT LLC

Overview

Cottonwood Asset Management LLC is a small, independent RIA that prioritizes equity-centered portfolios for individual and family clients while acting as a capital allocator into third‑party alternative funds. The firm combines financial planning and direct portfolio management for individuals and small businesses with the selection and oversight of outside managers when alternatives or specialized strategies are required. Fee arrangements include a percentage of assets under management plus the option for hourly fees, which supports both ongoing advisory relationships and project-based planning engagements. Investment activity shows a clear preference for exchange‑traded equities as the primary liquid sleeve of client portfolios, with supplemental allocations to mutual funds and externally managed alternative funds. The adviser is not positioned as a multi‑state firm and does not present itself as a pension consultant; its operations focus on personalized advice and manager selection for private clients rather than institutional plan work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices