David Domenick Jr.
Advisor at Capital A Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capital A Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cranberry Twp., PA 16066
Credentials
Series 66
Industry experience
11 years
David Domenick Jr. is a financial advisor with Capital A Wealth Management, holding a Series 66 designation and possessing 10 years of industry experience. He has held various roles within Capital A-affiliated firms and other financial services companies since 2015. Outside of his advisory work, he is active as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, including high-net-worth clients, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework across a range of investment vehicles and model portfolios.
Based on Capital A Wealth Management
Based on Capital A Wealth Management
Standalone financial planning fees range from $3,500 to $5,000, negotiated per client circumstances.
up to 2.00% annually (maximum, negotiable by client)
Certain IARs receive commission compensation as registered representatives of broker-dealers for securities and insurance transactions; commissions offset advisory fees on those products.
$400/hour for financial planning work if financial planning agreement is terminated early.
Account minimum: $50,000 (negotiable)
8050 Rowan Road, Suite 401
Cranberry Twp., PA 16066
Ohio · Pennsylvania · Texas
Capital A Wealth Management
2025 - Present (1 year)
Capital A Wealth Management
2023 - 2025 (2 years)
Capital A Insurance, LLC
2020 - Present (6 years)
Capital A Wealth Management, LLC
2020 - 2025 (5 years)
Caring Kids Trust Fund
2019 - 2022 (3 years)
Madison Avenue Securities, LLC
2017 - Present (9 years)
AE Wealth Management, LLC
2017 - 2023 (6 years)
SA Stone Investment Advisors Inc.
2016 - 2017 (1 year)
Capital A Financial & Insurance Associates, Inc.
2015 - 2020 (5 years)
Sterne Agee Financial Services, Inc.
2015 - 2017 (2 years)
Wrp Investments, Inc.
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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