Overview
Assets Under Management: $261 million
Headquarters: MARBLE FALLS, TX
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
DOMINION PORTFOLIO MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106918), DOMINION PORTFOLIO MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DOMINION PORTFOLIO MANAGEMENT, INC. is headquartered in MARBLE FALLS, TX.
DOMINION PORTFOLIO MANAGEMENT, INC. serves 62 high-net-worth clients according to their SEC filing dated May 14, 2025. View client details ↓
According to their SEC Form ADV, DOMINION PORTFOLIO MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
DOMINION PORTFOLIO MANAGEMENT, INC. manages $261 million in client assets according to their SEC filing dated May 14, 2025.
According to their SEC Form ADV, DOMINION PORTFOLIO MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 106918
Filing ID: 1989788
Last Filing Date: 2025-05-14 17:36:00
Website: https://calton.com