DP Grow LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.3M

Discretionary

$2.3M

100% of AUM

Avg account

$167K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 308412
Registered since: May 4, 2020
Website: dominionpayroll.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DP Grow LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm serves both individual/family and institutional clients and operates as a capital allocator, offering financial planning and portfolio management across individuals, small businesses, and institutional clients. Its advisory services include pension consulting, selection of other advisers, and educational seminars/workshops. DP Grow also conducts insurance brokerage activity alongside its advisory business. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. The firm does not identify as an active ESG investor.