# Atwood Capital Management, LLC

> Atwood Capital Management, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 328157
- Filed as: ATWOOD CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328157
- AdvisorCensus page: https://advisorcensus.com/firm/atwood-capital-management-llc-dallas-tx-328157

## Quick answers

**How is Atwood Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Atwood Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atwood Capital Management, LLC located?**
Atwood Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Atwood Capital Management, LLC registered with the SEC or a state?**
Atwood Capital Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328157.

**How much does Atwood Capital Management, LLC manage?**
Atwood Capital Management, LLC reports $1,131,693 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Atwood Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328157

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,131,693
- Discretionary: $1,131,693
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,131,693 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atwoodcap.com
- LinkedIn @atwood-capital-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atwood Capital Management, LLC (CRD 328157): Form ADV filing data as of October 2026.