$5.8M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2005
- Office Locations
- 1
Office Locations
-- Glen Allen VA
About Dogwood Capital, LLC
Dogwood Capital Management is an independent RIA providing comprehensive financial planning and investment management for families with $2M+ investable assets, primarily retirees and those 5-10 years from retirement. Portfolios are largely implemented with ETFs alongside cash and U.S. government bonds, and client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$480.4K AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Custodian
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Services
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Technology
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Owner & Executives
K
KENT MCGLENN PURYEAR
President
- CRD
- #4539521
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,239,181 | -- |
| Non-Discretionary | $525,158 | -- |
| Total | $5,764,339 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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