# Dogwood Financial Planning

Dogwood Financial Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2001
- **Assets under management:** $1.5B USD (Altss estimate)
- **Website:** dogwoodfp.com

## Regulatory record

- **CRD number:** 145889
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145889

## About

DOGWOOD FINANCIAL PLANNING is a state-registered investment adviser in MEMPHIS, TN. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure

## People

- Brendan B. O'Connell — Founder and CEO
- Joseph W. Shannon — Managing Director and CFO

## Questions

### Who runs investment decisions at Dogwood Financial Planning?

Investment decisions are led by Founder and CEO Brendan B. O'Connell and Managing Director Joseph W. Shannon. The firm operates with a lean team and direct principal involvement in each allocation.

### How does Dogwood source proprietary deal flow?

Dogwood relies on a network of sponsor relationships built over more than two decades. The principals source private credit and real estate deals directly, avoiding fund-of-funds intermediaries.

### What investment stages does Dogwood typically target?

Dogwood focuses on mature private companies and real assets — middle-market private credit, stabilized real estate, and infrastructure assets. It does not target venture or early-stage growth.

## Related profiles

- [R.L. Brown Advisory Group](https://altss.com/profile/the-rl-brown-advisory-group-llc)
- [KENSINGTON AMI, LLC](https://altss.com/profile/kensington-ami-llc)

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Last updated: 2026-07-06T01:24:15.387Z

Canonical page: https://altss.com/profile/dogwood-financial-planning

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