Wolfdog Capital LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$1.4M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332040
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wolfdog Capital LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm provides portfolio management services for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. According to available disclosures, Wolfdog does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 30%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents30%

Owners & executives

1 of 1
  • Joshua Dannett

    Joshua Dannett

    CEOCRD 7936467

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth