Dominion Financial Consultants, LLC

Overview

Dominion Financial Consultants, LLC is an independent registered investment adviser that serves both individual and institutional clients with fee-based financial planning and portfolio management. The firm combines advisory services with accounting and legal capabilities, positioning itself to offer integrated tax and legal coordination alongside investment management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Investment activity centers on pooled and professionally managed vehicles rather than a predominance of direct stock selection. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and the AUM reported is entirely discretionary, indicating primary use of discretionary mandates for client portfolios. Dominion is not described as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices