Wolfdog Capital LLC
RIAState 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
FINTRXOverview
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
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 Equities70%
- Cash & Cash Equivalents30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
First Midwest Investments
RIAAUM $10MTEAM 1REPS 1
Tinderwealth
RIAAUM $10MTEAM 1REPS 2
Premium 72 Capital
RIAAUM $10MTEAM 2REPS 2
Noble Capital Management, Inc.
RIABoca Raton, FL
AUM $10MTEAM 4REPS 4
Butler & Co, Inc.
RIASouth Windsor, CT
AUM $10MTEAM 1REPS 1
First Class Capital
RIALiberty, MO
AUM $10MTEAM 1REPS 1