Canton, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Dominion Portfolio Management, Inc.
Team
Firm-wide stats for Dominion Portfolio Management, Inc.
About
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.
Based on Dominion Portfolio Management, Inc.
Location
951 West Dallas Street
Canton TX 75103
Advisors at this office
2
Advisors at this office
Lauren J
Series 66
Canton, TX
Dominion Portfolio Management, Inc.
Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. holding a Series 66 license and 13 years of industry experience. She has worked at several related firms, including Calton & Associates and Dominion Investor Services. Outside of her advisory role, Jason is a CPA and is involved in accounting, tax preparation, and real estate services, as well as serving on the board of a local youth sports organization. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm uses a range of analytical techniques and tailors investment advice to client goals, operating as a fiduciary for retirement rollovers while allowing for investment restrictions and household account aggregation.
William H
Series 63, Series 65
Canton, TX
Dominion Portfolio Management, Inc.
William Hester is a financial advisor at Dominion Portfolio Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services. Outside of his advisory role, he is involved in accounting and tax services through Hester & Company, PC and operates a ranching business. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and periodic rebalancing, tailoring strategies based on clients’ goals, time horizons, and risk tolerance.
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