Overview
Assets Under Management: $94 million
Headquarters: AVILA BEACH, CA
High-Net-Worth Clients: 31
Average Client Assets: $3.0 million
Frequently Asked Questions
DOMUS CAPITAL GROUP, LLC 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 #165076), DOMUS CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
DOMUS CAPITAL GROUP, LLC is headquartered in AVILA BEACH, CA.
DOMUS CAPITAL GROUP, LLC serves 31 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, DOMUS CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DOMUS CAPITAL GROUP, LLC manages $94 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, DOMUS CAPITAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.90%
Average Client Assets: $3.0 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 165076
Filing ID: 1200485
Last Filing Date: 2018-03-28 07:00:00