Charles Curtis Dodd

Employer firm

1900 Wealth CRD 175346

$3.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 03/2025
  Steve Miura
  Austin, TX
• 11/2021 → 07/2022
  Expansive
  Austin, TX
• 06/2021 → 11/2021
  Whole Foods
  Austin, TX
• 06/2020 → 06/2021
  Radian Group
  Coraopolis, PA
• 08/2012 → 05/2020
  Linsly School And Robert Morris University
  Pittsburgh, PA
• 10/2022 → 03/2025
  Northwestern Mutual Investment Services Llc
  Austin, TX
• 08/2018 → 11/2019
  Mary Stadelman
  Pittsburgh, PA
• 06/2025 → Present
  1900 Wealth Management
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-08
• S63 Uniform Securities Agent State Law Examination
  2023-04-25