Accounting Firm

Cottonwood Asset Management

Salt Lake City firm offering investment management, tax preparation and bookkeeping for individuals and businesses

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About Cottonwood Asset Management

Investment oversight and tax work in Salt Lake City

Cottonwood Asset Management LLC is an investment management and accounting firm in Salt Lake City, Utah. Its services rest on the idea that an investor's portfolio and tax position should fit together, so the firm reviews investment allocations alongside tax planning. The firm says its president holds both CPA and CFA qualifications and has more than twenty years of experience in finance and investment, and that he aims to be a broad-based resource for clients' everyday financial needs.

Investment services cover supervising and managing equity holdings, mutual fund positions and fixed income portfolios. Clients meet the firm monthly or quarterly to review performance and investment allocation. Detailed financial planning is available, either as a full plan or as an hourly consultation. The firm presents its investment and tax work as linked services, so that clients get one review covering both sides of their finances.

Tax, bookkeeping and business setup

Tax preparation covers individual, corporate, non-profit and partnership returns, with tax planning added where a client needs it. The bookkeeping work includes QuickBooks consulting, helping small firms keep accurate accounts. Business consulting covers the choice of legal entity and the setup of accounting and financial systems.

Its clients range from individual investors to businesses of many sizes that need accounting and tax help. Its aim is to match each client's investments with the client's tax situation, risk tolerance, time horizon and level of sophistication.

TrustList summary

Cottonwood Asset Management combines investment management with tax and accounting work from its office in Salt Lake City, Utah. It is led by David Kaplan, who holds both CPA and CFA qualifications and aligns clients' investments with their tax position and risk tolerance.

What Cottonwood Asset Management does

Investment management: oversight of stock, mutual fund and fixed income portfolios, with monthly or quarterly reviews.
Financial planning: detailed plans or consultations billed by the hour.
Tax preparation: returns for individuals, corporations, non-profits and partnerships.
Bookkeeping and QuickBooks support: accounting help for small firms.
Business consulting: advice on choosing a legal entity and setting up accounting systems.

Customers and markets

The firm serves individual investors and businesses of different sizes that need accounting and tax support.

Key facts

Based in: Salt Lake City, Utah, USA
Leadership: David Kaplan, CPA, CFA, President
Experience: Over 20 years in finance and investment

Summary written by TrustList from the business's own published information, Nov 2026.

Categories & features

Cottonwood Asset Management rankings

Cottonwood Asset Management is ranked on 2 TrustList rankings: #10 on 1 and #17 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Cottonwood Asset Management has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#10of 27
Utah
It is the only one of the 27 here listing asset management and graduate.
Its profile: “Cottonwood Asset Management LLC is an investment management and accounting firm in Salt Lake City, Utah.”
Of the 27 here, 19 also cover tax and 16 also cover accounting; 3 also work in Washington and 2 also work in Idaho.
Behind Campbell and Associates.
#17of 95
Partnership
It is one of 58 here listing accounting and one of 59 here listing tax.
Its profile: “Tax preparation covers individual, corporate, non-profit and partnership returns, with tax planning added where a client needs it.”
Of the top 78 here, 15 also cover goals and 11 also cover legal; 4 also work in California and 3 also work in Wales.
Behind Correct Accounting Tax & Payroll, ahead of Couch & Associates.