Dogwood Capital Management

Dogwood Capital Management provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, trusts and estates, managing about $46 million across roughly 45 client relationships. The firm charges percentage‑of‑AUM advisory fees and also facilitates the use of unaffiliated independent managers or OCIO strategies as part of its implementation options.

The firm’s investment approach is long‑term and customized, employing direct‑indexing strategies, ETFs, individual stocks and bonds, and occasional shorter‑term trades for rebalancing or cash needs. Dogwood typically implements portfolios through an OCIO/independent‑manager platform (Orion/TownSquare OCIO is a commonly recommended provider) and conducts ongoing monitoring with discretion to adjust allocations consistent with client objectives.

Distinctive features include a general minimum relationship size of $2.0 million, which positions the firm toward higher‑net‑worth clients, and routine use of third‑party OCIO and separate account solutions rather than solely in‑house model portfolios. The brochure also discloses less common operational practices for a solo independent adviser — for example, recommending a consumer will/trust software as part of planning and not routinely combining (block) trades, which can result in different execution prices across client accounts.