Domestique Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,834,991
Clients
281
Advisors
2
of 2 employees
About
Domestique Capital provides discretionary investment management and financial planning primarily for individual clients, including high‑net‑worth households. In addition to portfolio management, the firm offers payroll preparation (quarterly 941, annual 940, W‑2) and tax return filing services as part of its service set, which clients may choose to use alongside or separate from investment services.
The firm builds individually tailored investment plans based on each client’s objectives, time horizon, risk tolerance, and tax considerations, and manages all client assets on a discretionary basis (total AUM roughly $102 million). Implementation emphasizes low‑cost passive instruments such as index mutual funds and ETFs, supplemented by a dual‑momentum strategy to select and rotate among asset classes; advisory fees are charged as a percentage of assets under management.
Noteworthy distinctions include the firm’s participation in a wrap fee program and that its principals are licensed to sell insurance products and receive customary insurance compensation, which the brochure discloses as a potential conflict of interest. The combination of investment management with payroll, tax‑filing, and accounting/tax planning capabilities is uncommon among peers of this size and may appeal to clients seeking bundled financial and administrative services.
Client services
Expertise
Fee options
$300 - $600 (single issue planning); $25 - $4,000 (tax return services)
$1 - $399,999: 1.00% annually $400,000+: 0.75% annually
$150 - $250 per hour (hourly planning)
$150 to $500 per month or $450 to $1,500 per quarter (ongoing financial planning fee)
Main office
Larue TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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