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Dogwood Capital Management, Inc. (Cumming)


Dogwood Capital Management, Inc. is an adviser based in Cumming. It manages $20 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Georgia and Nevada.

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Dogwood Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dogwood Capital Management: assets under management

The assets under management (AUM) of Dogwood Capital Management, Inc. is $20 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dogwood Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cumming

The principal office where Dogwood Capital Management, Inc. performs its advisory services is located at 4955 Serenity Stone Court, Cumming, GA 30040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-648-5129 or by fax 678-648-5129. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.dogwoodcapital.com.


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