Dogwood Capital Management
Dogwood Capital Management (CRD# 126568) is a financial advisory firm headquartered in , . They manage $27,000,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$931,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Travis Raish (CRD# 2368679) is a wealth manager, teacher and writer.
He is founder and president of Circa Capital, a financial planning and wealth management firm in Georgia, and has 20 years of experience in professional money management.
Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Finance and Investment Professionals (ASFIP).
The advisors of Circa Capital offer complete, goals-based financial planning and wealth management services.
As a client, we show you comprehensively where you stand, we help you envision clearly where you want to go, we craft a strategy to help you achieve your goals, and we invest your portfolio with your specific goals in mind.
Our clients tend to be community and service oriented, they often have other things they would rather do with their time than watch the markets and their portfolio, and they appreciate the value we bring to their lives and knowing we are watching out for them.
Our services are well suited for those with investable assets of $1,000,000 or more. Contact us to schedule a confidential consultation, or to learn more about our process. Your brightest future awaits.
Albert Black (CRD# 4661096) is an Investment Advisor Representative working at Dogwood Capital Management in Cumming, GA and has over 17 years of experience in the finance industry. Albert Black has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.