DOMINION CAPITAL ADVISORY, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
GLEN ALLEN, Virginia
CRD number
114532
Fee structure
Other

Firm profile

FINTRX

Overview

Dominion Capital Advisory, LLC is organized as a limited liability company that reports a narrow regulatory footprint and limited advisory activity. The firm is classified as unclassified and is not listed as a capital allocator or a multi-state adviser. Its regulatory profile indicates a non-ESG approach to investing, and fee arrangements are described as "Other," suggesting non-standard or bespoke billing structures rather than pure AUM- or commission-based models. The firm lists an industry affiliation with accounting professionals, which can point to a client base or referral network tied to tax and accounting services rather than broad retail distribution. Investment behavior, as reflected in the firm's allocations, favors third-party pooled vehicles. Dominion Capital Advisory uses mutual funds as part of its core exposure and allocates to alternative strategies including hedge funds, real estate, and commodities. That mix suggests the firm constructs portfolios using external managers and funds rather than emphasizing direct individual-stock selection or in-house proprietary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RICHARD DOLAN

    MemberCRD 2321696

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GLEN ALLEN, VA

HENRICO

Location

GLEN ALLEN, VA

Headquartered in GLEN ALLEN, VA, in the South of the United States.

Region
South
County
HENRICO
Address
4435 Waterfront Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth