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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DOGWOOD WEALTH MANAGEMENT, LLC

CRD 317580

LENEXA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42299826-3871-1fca-acf6-922d430b4a0d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jan 11, 2022 to Mar 30, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $257MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $257M
Private client RAUM: $257MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $64.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 839
Individual clients: 146
High net worth clients: 87
SEC number: 801-123208
CRD: 317580
Filings on the tape: 20
First filed: Jan 11, 2022
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC JOHN SHEERIN	n/a	LENEXA, KS	4	22	3	no
JASON RUSSELL NEWCOMER	Certified Financial Planner	LENEXA, KS	4	20	1	no
RORY DREW JONES	Certified Financial Planner	LENEXA, KS	1	18	2	no
Allie Elizabeth Houston	Certified Financial Planner	LENEXA, KS	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NEWCOMER, JASON, RUSSELL	MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER	D	yes	02/2022	Feb 15, 2022	Apr 9, 2024
SHEERIN, ERIC, JOHN	MANAGING MEMBER / PRINCIPAL	D	yes	02/2022	Feb 15, 2022	Apr 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
KANAS CITY	Mo	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$257M	$257M	6	4	1	n/a	n/a
2024	Mar 19, 2025	$204M	$204M	4	4	1	n/a	n/a
2023	Feb 14, 2024	$149M	$149M	3	2	1	n/a	n/a
2022	Mar 5, 2023	$93.4M	$93.4M	3	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$257M	$204M	26.0%	$93.4M	40.2%	6	4	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BARBER FINANCIAL GROUP	2	Feb 15, 2022	Feb 15, 2022	LENEXA, KS	Team lift out	RIA to new firm	9.5%

Relationships

Registered with (4)

← Allie Elizabeth HoustonAdvisorregistration: current employment
Oct 8, 2024 to presentfactForm ADV
← RORY DREW JONESAdvisorregistration: current employment
Oct 4, 2024 to presentfactForm ADV
← ERIC JOHN SHEERINAdvisorregistration: current employment
Feb 15, 2022 to presentfactForm ADV
← JASON RUSSELL NEWCOMERAdvisorregistration: current employment
Feb 15, 2022 to presentfactForm ADV

Controls (2)

← SHEERIN, ERIC, JOHNOwnerMANAGING MEMBER / PRINCIPAL, ownership code D, individual
Feb 15, 2022 to Apr 9, 2024factForm ADV
← NEWCOMER, JASON, RUSSELLOwnerMEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 15, 2022 to Apr 9, 2024factForm ADV

Moved with (1)

← BARBER FINANCIAL GROUPRegistered adviser2 advisors, team lift out, same day
Feb 15, 2022 to Feb 15, 2022factForm ADV

Dated events

Occurred
Feb 15, 2022
Control person joined
John Eric Sheerin (Managing Member / Principal) appeared on Schedule A of Dogwood Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 15, 2022
Control person joined
Russell Jason Newcomer (Member / Principal / Chief Compliance Officer) appeared on Schedule A of Dogwood Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 15, 2022
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Dogwood Wealth Management, Llc (listed 2022-01-11, absent 2022-02-15)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2022
Team lift-out
2 advisors left Barber Financial Group (Lenexa, KS) for Dogwood Wealth Management, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 11, 2022
First Form ADV filing
Dogwood Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42299826-3871-1fca-acf6-922d430b4a0d
First observed: Jan 11, 2022
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DOGWOOD WEALTH MANAGEMENT, LLC

CRD 317580

LENEXA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42299826-3871-1fca-acf6-922d430b4a0d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC JOHN SHEERIN

n/a

LENEXA, KS

JASON RUSSELL NEWCOMER

Certified Financial Planner

LENEXA, KS

RORY DREW JONES

Certified Financial Planner

LENEXA, KS

Allie Elizabeth Houston

Certified Financial Planner

LENEXA, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NEWCOMER, JASON, RUSSELL

MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER

yes

02/2022

Feb 15, 2022

Apr 9, 2024

SHEERIN, ERIC, JOHN

MANAGING MEMBER / PRINCIPAL

yes

02/2022

Feb 15, 2022

Apr 9, 2024

City

State

Country

Employees

Also broker-dealer

KANAS CITY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$257M

n/a

2024

Mar 19, 2025

$204M

n/a

2023

Feb 14, 2024

$149M

n/a

2022

Mar 5, 2023

$93.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$257M

$204M

26.0%

$93.4M

40.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BARBER FINANCIAL GROUP

Feb 15, 2022

LENEXA, KS

Team lift out

RIA to new firm

9.5%