First Dominion Wealth Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Aiken, South Carolina
CRD number
341571
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

First Dominion Wealth Advisors LLC is organized as an LLC and appears to operate primarily as an insurance broker with financial planning services offered to clients. The firm uses non‑AUM fee models—billing on an hourly basis and via fixed fees—rather than managing client assets on a discretionary fee schedule. Registry data classifies the firm as “Unclassified” and does not list it as a capital allocator. The firm is not identified as an active ESG investor, is not a multi‑state adviser, and is not described as a pension consultant or related adviser. An industry affiliation with an insurance company is indicated. The year of SEC registration is not provided in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • James Allison

    James Allison

    Founder & Financial AdvisorCRD 3025394

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Aiken, SC

Aiken

Location

Aiken, SC

Headquartered in Aiken, SC, in the South of the United States.

Region
South
County
Aiken
Address
900 Trail Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth