Overview
Assets Under Management: $738 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 234
Average Client Assets: $2.6 million
Frequently Asked Questions
OLD DOMINION CAPITAL 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 #105244), OLD DOMINION CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
OLD DOMINION CAPITAL MANAGEMENT INC. is headquartered in CHARLOTTESVILLE, VA.
OLD DOMINION CAPITAL MANAGEMENT INC. serves 234 high-net-worth clients according to their SEC filing dated July 17, 2018. View client details ↓
According to their SEC Form ADV, OLD DOMINION CAPITAL MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OLD DOMINION CAPITAL MANAGEMENT INC. manages $738 million in client assets according to their SEC filing dated July 17, 2018.
According to their SEC Form ADV, OLD DOMINION CAPITAL MANAGEMENT INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 234
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.57%
Average Client Assets: $2.6 million
Total Client Accounts: 1,166
Discretionary Accounts: 1,154
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 105244
Filing ID: 1229912
Last Filing Date: 2018-07-17 15:44:00