DOGWOOD CAPITAL MANAGEMENT

Overview

Dogwood Capital Management is an independent registered investment adviser run as a privately owned corporation that focuses on individual and family clients. The firm acts as a capital allocator—directly managing discretionary portfolios while also selecting and overseeing third‑party advisers when appropriate. Its advisory services are a mix of financial planning, direct portfolio management for individuals and small businesses, and outsourced manager selection. Fee arrangements are layered: percentage of AUM, hourly charges and fixed fees are all used depending on the engagement. Investment posture tilts toward equities as the preferred asset class. Exchange‑traded securities make up the largest slice of their managed assets, indicating a core equity orientation that likely combines individual stocks and ETFs. The firm is not an active ESG investor and is not registered as a multi‑state adviser, which suggests a more locally concentrated client base and conventional investment screening criteria.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices