Dominion Capital Management, LLC

RIAState Registered

Total AUM

$1.3M

Discretionary

$1.3M

100% of AUM

Avg account

$263K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clinton, Oklahoma
CRD number: 287620
Website: www.dominion-capital.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dominion Capital Management, LLC is an independent, Oklahoma-based registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator and is not an active ESG investor; it operates only within its home state registration. Industry relationships listed include an accountant and an insurance company.