Dogwood Capital, LLC

Overview

Dogwood Capital, LLC is a small, privately held wealth advisory firm focused on portfolio management for individual and family clients. The firm runs a fee model based on a percentage of assets under management and takes a discretionary role on the bulk of client portfolios. Investment activity centers on publicly traded equities — primarily exchange-traded instruments — complemented by mutual fund allocations and selective use of alternative managers. With a concentrated client roster and a single-office footprint, the firm appears to emphasize bespoke portfolio construction rather than scaled product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices