Sullivan Wood Capital Management, LLC

Overview

Sullivan Wood Capital Management, LLC is an independent, individual-owned RIA that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a combination of a percentage of assets under management and hourly fees. Its client base is stated as individuals and families, and the adviser identifies as not actively incorporating ESG criteria into its investment process. Regulatory classifications indicate the firm is not a multi-state or newly formed adviser and it does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices