Kent Puryear is a registered investment advisor at Dogwood Capital, LLC, based in Glen Allen, VA, with 25 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Glen Allen, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kent owns rental real estate and holds a mortgage for a real estate investor, both sources of passive income since 2001 and 2020 respectively. His administrative duties require minimal time annually and are typically performed outside of trading hours.
Employment History
Current Registrations
Dogwood Capital, LLC
Previous Registrations
Frantzen Capital Management, INC.
A&s Capital Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.