Dogwood Capital Management
Firm details
- Headquarters
- Prescott, Arizona
- CRD number
- 126568
- Website
- www.dogwoodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.7%
- Individuals11.3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dogwood Capital Management is an independent, privately owned registered investment advisor that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers on behalf of clients. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. Dogwood is identified as a capital allocator rather than a purely proprietary manager and is not positioned as an ESG specialist, multi-state adviser, pension consultant, or affiliated/related adviser.
Assets & Accounts
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 Equities67%
- Investment Grade Corp Bonds23%
- State & Local Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Albert Black
PresidentCRD 4661096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Prescott, AZ
Yavapai
Location
Prescott, AZ
Headquartered in Prescott, AZ, in the West of the United States.
- Region
- West
- County
- Yavapai
- Address
- 1579 W Gurley St
- Time zone
- MT (UTC-7)
- Office locations
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