# Dogwood Capital, LLC

> Dogwood Capital, LLC is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 135230
- Filed as: DOGWOOD CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135230
- AdvisorCensus page: https://advisorcensus.com/firm/dogwood-capital-llc-135230

## Quick answers

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

**Is Dogwood Capital, LLC registered with the SEC or a state?**
Dogwood Capital, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 135230.

**How much does Dogwood Capital, LLC manage?**
Dogwood Capital, LLC reports $5,764,339 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (91% discretionary).

**What types of clients does Dogwood Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Dogwood Capital, 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/135230

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,764,339
- Discretionary: $5,239,181
- Non-discretionary: $525,158

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $5,764,339 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dogwood Capital, LLC (CRD 135230): Form ADV filing data as of October 2026.