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Dogwood Capital Management
Dogwood Capital Management, Inc. is an independent registered investment advisor that provides comprehensive financial planning and investment management...
Overview
Dogwood Capital Management, Inc. is an independent registered investment advisor that provides comprehensive financial planning and investment management services for families with investable assets of $2 million and more. Most of its clients are retired and many are planning to retire in five to ten years. The firm recommends and implements strategies intended to give clients the highest probability of accomplishing their goals regardless of how the market behaves. It has a national client base, with most clients in the Southwestern and Southeastern United States.
General information
Firm type
Asset Manager
Year founded
1999
Location
Country
United States
City
Prescott
Principals
A. Todd Black
CFP®, Principal & Wealth Manager
Frequently asked questions
Is Dogwood Capital Management a registered investment advisor?
Yes, Dogwood Capital Management maintains registration with the SEC as a Registered Investment Advisor (RIA). This regulatory posture allows the firm to manage assets on behalf of external clients, separate from its founding family capital, while remaining subject to fiduciary obligations.
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