Carthage, TX Office

Team
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Dominion Portfolio Management, Inc.

Team

Firm-wide stats for Dominion Portfolio Management, Inc.

Total advisors

18

Across 13 offices

Clients per advisor

43 Low

Avg AUM per client

$354,380 Very Low

HNW client ratio

3% Very Low

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.

Expertise

Annuities

Based on Dominion Portfolio Management, Inc.

Location

1509 West Panola

Carthage TX 75633

Advisors at this office

2

Advisors at this office

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Charles M

Series 65, Series 63

Carthage, TX

Dominion Portfolio Management, Inc.

Charles Maraggia is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Calton & Associates, Inc. and Dominion Investor Services, Inc., and he also served in law enforcement and the U.S. Army Reserves. Additionally, he is an agent for New Era Life Insurance Company, specializing in fixed annuities and life insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily across individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice to clients' goals, risk tolerance, and time horizons.

Annuities
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Drew N

Series 63, Series 66

Carthage, TX

Dominion Portfolio Management, Inc.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc. holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at Dominion Portfolio Management, Dominion Investor Services, Summit Brokerage Services, and VSR Advisory Services, along with operating his own CPA firm since 1985. Outside of financial advising, he is a partner and president in several non-investment related businesses, including a CPA firm, an events rental company, and a ranch operation. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing a mix of fundamental, technical, charting, and economic analyses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with options for household account aggregation and third-party money managers.

Annuities
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