$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 05-09-2003
- Office Locations
- 1
Office Locations
Tivoli Village, 410 South Rampart Suite 390 LAS Vegas NV
About Dogwood Capital Management
Dogwood Capital Management is an independent Las Vegas-based RIA providing comprehensive financial planning and discretionary investment management for families with $2M+ investable assets, primarily retirees and those planning to retire in 5–10 years. Portfolios are ETF-centric with complementary bond exposure (investment-grade corporates, munis, and U.S. government/agency). Custodies assets with Charles Schwab.
Team overview
-- AVG AGE
$46.0M AVG AUM / ADVISOR
$920.0K AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Capital Eagle
Client Personas
Catalyst
Custodian
Signal
Investment Themes
Delta
Investment Vehicles
Delta
Services
Signal element Crest Matrix matrix Vertex
Technology
Optima
Owner & Executives
ALBERT TODD BLACK
Chief Compliance Officer, President
- CRD
- #4661096
- Ownership
- 75% or more
(484) 977-7734
bridge.catalyst@unisoncapital.com
in linkedin.com/in/eagle-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,000,000 | $142,857 |
| Non-Discretionary | $0 | -- |
| Total | $46,000,000 | $142,857 |
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Separately Managed Accounts
Total SMA Asset: $46,000,000
Equity - Exchange:
10.9% Corporate - Investment Grade:
15.6% Municipal Bonds:
34.5% Cash:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $790,262,039 | 10.9% |
| Corporate - Investment Grade | $1,131,017,230 | 15.6% |
| Municipal Bonds | $2,501,288,105 | 34.5% |
| Cash | $2,827,543,076 | 39.0% |
| Total | $7,250,110,450 | 100.0% |