A complete list of active advisors currently associated with Dominion Capital Management, LLC

Warmer can help you find a great advisor at Dominion Capital Management, LLC or one who fits your needs even better.

Dominion Capital Management, LLC provides discretionary and non‑discretionary asset management, financial planning, and consulting to individuals, high‑net‑worth clients, business entities and qualified retirement plans. The firm reports approximately $1.31 million in discretionary assets under management across a small number of client relationships. Portfolios are constructed from client‑stated goals, time horizons and risk tolerances and may include long‑ and short‑term strategies, option writing and use of sub‑advisors, with quarterly reviews and periodic performance reporting. Dominion also offers pension consulting and ERISA plan services and can act in either a 3(21) advisory role or as a 3(38) investment manager with full discretionary authority for plan investment lineups. Distinctive features include the advisor’s affiliated accounting practice and licensed insurance activities, with the advisory team disclosing that a material portion of time and compensation is associated with those outside businesses; these affiliations and related insurance commissions are disclosed and subject to internal conflict mitigation. The combination of a very small client base and the firm’s ability to serve as an ERISA 3(38) manager, alongside accounting and insurance affiliations, makes its service mix less common among independent advisors.

To learn more about the advisors currently working at Dominion Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.