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Domestique Capital LLC

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

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Fee options

Fixed

$300 - $600 (single issue planning); $25 - $4,000 (tax return services)

Percentage

$1 - $399,999: 1.00% annually $400,000+: 0.75% annually

Project-based

$150 - $250 per hour (hourly planning)

Subscriptions

$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

Advisors at this firm

user avatar

Kimberly G

Series 65

Larue, TX

Domestique Capital LLC

Kimberly Gonzalez is a financial advisor with Domestique Capital LLC, holding a Series 65 designation and 10 years of industry experience. She has worked at Domestique Capital since 2016 and previously spent six years at the Thomas, Edwards Group. Outside of her advisory role, she is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines low-cost passive investment strategies with a dual-momentum approach and also offers payroll preparation and tax return filing services as part of its comprehensive service offerings.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
user avatar

Damon G

Series 66

Larue, TX

Domestique Capital LLC

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Domestique Capital since 2016. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm offers a range of services including portfolio management, payroll preparation, and tax return filing, utilizing a tailored investment process that emphasizes low-cost passive instruments and a dual-momentum strategy.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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