Dominion Financial Advisors, LLC

Overview

Dominion Financial Advisors, LLC is a small, owner-operated advisory firm structured as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm reports a fee model that includes percentage-of-AUM billing alongside hourly and fixed fees, indicating flexibility in engagement types from ongoing discretionary portfolio management to one-off advice or project work. The firm does not identify itself as a multi-state adviser, pension consultant, or capital allocator, and it reports no active ESG investing program. Activities on the ADV emphasize traditional advisory services rather than institutional mandates: financial planning and portfolio management are the core offerings. An industry affiliation noted as a real estate broker suggests access to or involvement with real estate markets at a referral or transactional level, but the firm’s registered asset base is concentrated in public mutual funds rather than private real estate holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices