Dominion Capital Wealth Advisors

RIAState Registered
Total AUM
$64.8M
Discretionary
$64.8M
100% of AUM
Avg account
$341K
Accounts
190
Employees
2
Advisory reps
2

Firm details

Headquarters
Norfolk, Virginia
CRD number
174030
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI54.35%
  • Individuals29.45%
  • Corporations / Businesses15.51%
  • Other0.68%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dominion Capital Wealth Advisors is a Virginia-based limited liability company that provides fee-based wealth management and planning to individuals, families and institutional clients. The firm acts as a capital allocator, sourcing and placing client capital with third‑party managers across a range of strategies. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Compensation is flexible: the firm charges a percentage of assets under management and can also invoice on an hourly or fixed‑fee basis. Dominion notes an industry affiliation with a broker‑dealer.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 54%, Exchange Traded Equities 31%, Public Funds/Mutual Funds 7%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 3%54%
  • US Government Bonds54%
  • Exchange Traded Equities31%
  • Public Funds/Mutual Funds7%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • Jennifer Nelson

    Jennifer Nelson

    Associate Wealth AdvisorCRD 5361875

  • William Roach

    William Roach

    Adviser & PartnerCRD 4414814

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

Norfolk, VA

Norfolk City

Location

Norfolk, VA

Headquartered in Norfolk, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
Norfolk City
Address
309 W Bute St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth