Dogwood Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,000,000
Clients
45
58% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$1,022,222
About
Dogwood Capital Management is a fee‑only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, trusts and estates. The firm operates as a solo advisory practice with a relatively small client roster (about 45 households) and manages roughly $46 million in client assets.
The firm’s investment approach is primarily long‑term, with portfolios constructed using diversified mutual funds and ETFs and, where appropriate, individual securities or short‑term trades for rebalancing and cash needs. Dogwood may implement strategies through unaffiliated sub‑advisors—frequently recommending a named independent manager—and conducts ongoing oversight and due diligence of those managers.
Distinctive aspects include the small, concentrated client base and the firm’s incorporation of non‑legal, third‑party self‑service will and trust software as part of its planning offerings, a service not commonly emphasized by similarly sized solo advisors. Dogwood does not accept commission compensation, does not participate in soft‑dollar arrangements, and relies on third‑party custodians for trade execution and custody while retaining responsibility for investment oversight.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$250 to $500 per hour for financial planning and consulting services
Account minimum: $2,000,000 Fee-only: Investment advisory fees based on tiered percentage of assets under management as noted; financial planning services charged hourly.
Main office location
Dogwood Capital Management
Tivoli Village, 410 South Rampart, Suite 390
Las Vegas NV 89145, United States
Number of offices
1
Most active in
Dogwood Capital Management has reported serving >5 clients in these states in the last 12 months.
Georgia · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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