Fishers, IN 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
Fishers IN
Advisors at this office
3
Advisors at this office
Anthony A
Series 66
Fishers, IN
Dominion Portfolio Management, Inc.
Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.
Balint G
Series 66
Fishers, IN
Dominion Portfolio Management, Inc.
Balint Gal is an advisor at Dominion Portfolio Management, Inc. holding a Series 66 designation. He has less than one year of experience in the financial industry with prior roles in various companies including Beyond Finance and Dish Network. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary account management primarily through individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice according to clients’ goals, time horizons, and risk tolerance.
Daryl A
Series 66
Fishers, IN
Dominion Portfolio Management, Inc.
Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.
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