Atwood Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,131,693
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Atwood Capital Management, LLC is a registered investment adviser that provides discretionary portfolio management and fixed‑fee financial planning services tailored to individuals and small businesses. The firm says it tailors advice to each client’s objectives and constraints, monitors financial plans at least annually, and charges asset‑based fees rather than participating in wrap fee programs.
The firm describes using fundamental analysis across passive, active, and semiactive (enhanced index/risk‑controlled) strategies and accepts discretionary authority to implement those strategies. Its brochure also discloses liability‑driven investing (LDI) for defined benefit plans and the use of derivatives and hedging techniques, with LDI recommendations based on actuarial information provided by clients.
Noteworthy for a single‑advisor firm managing roughly $1.13 million in discretionary assets, Atwood recently expanded disclosures to cover China investments, depositary receipts, foreign currency exposure, and preferred stock, indicating potential use of non‑U.S. and specialized instruments that can carry distinct risks. The firm also does not accept performance‑based fees, reports it does not receive soft‑dollar research, and leaves proxy voting to custodians rather than voting client securities directly.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
General tax planning
Fee options
Not more than 1.00% per year
Fee-only: Fixed fees based on complexity of the client’s financial situation; fees are negotiable
Main office location
Atwood Capital Management, LLC
3838 Oak Lawn Avenue, Suite 1000
Dallas TX 75219, United States
Number of offices
1
Most active in
Atwood Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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