Athens, TX Office

Dominion Portfolio Management, Inc. provides fee‑based portfolio management to individuals, high‑net‑worth clients and businesses, offering both discretionary and non‑discretionary management across accounts invested primarily in individual securities, ETFs and mutual funds. The firm administers ongoing account monitoring and allows household account aggregation and the use of third‑party money managers as part of its service model.

Investment advice is tailored to each client’s stated goals, time horizon and risk tolerance, with DPM employing fundamental, technical, charting and economic analysis and implementing strategies primarily through long‑term trading and periodic rebalancing. The adviser acts as a fiduciary for retirement account rollover recommendations, conducts annual supervisory account reviews, and permits clients to impose reasonable investment restrictions in writing.

DPM is a wholly owned subsidiary of Calton & Associates and discloses affiliations with an affiliated broker‑dealer, an insurance agency and PeakShares ETFs; certain advisory personnel are also registered representatives and separately licensed CPAs, and these relationships can result in recommendations of affiliated products. The firm’s brochure does not describe a standalone financial‑planning offering and it routinely requires use of a specified custodian, features that differentiate it from many multi‑team peers.