Dogwood Capital, LLC

Dogwood Capital, LLC provides portfolio management and investment advice for individual clients, including IRA accounts and more active option/margin accounts, managing a small set of six accounts totaling roughly $5.76 million in assets. Clients may engage the firm on either discretionary or non‑discretionary terms, and portfolios are constructed to match each client’s objectives and risk tolerance.

The firm combines fundamental and technical analysis—examining balance sheets, earnings, SEC filings, relative strength, charting, and volume—to build tailored portfolios across growth, value, and trading-oriented categories. Investment instruments include stocks, bonds, funds and option strategies, with explicit use of selling option premium and covered calls on instruments such as SPY, gold, commodities, treasuries and ETFs; holding periods can range from under six months to several years.

What distinguishes the firm from many peers of similar size is the principal’s prior experience managing proprietary trading and long/short hedge fund accounts and the explicit incorporation of active options and margin-capable strategies for clients of varying sophistication. The advisor monitors accounts daily and weekly, generally places trades in each client’s separate account rather than aggregating orders, and provides quarterly written reports and invoices.