Dominion Financial Advisors, LLC

Overview

Dominion Financial Advisors, LLC is a Texas-registered limited liability company owned by an individual that provides financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not positioned as a capital allocator or pension consultant, does not describe itself as an active ESG investor, and does not operate as a multi-state adviser. The firm lists a real estate brokerage affiliation alongside its advisory activities, indicating an overlap between its advisory work and real estate industry connections.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices