Jasper, TX Office

Team
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Dominion Portfolio Management, Inc.

Team

Firm-wide stats for Dominion Portfolio Management, Inc.

Total advisors

19

Across 13 offices

Clients per advisor

41 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

150 West Gibson

Jasper TX 75951

Advisors at this office

2

Advisors at this office

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Stephanie A

Series 66

Jasper, TX

Dominion Portfolio Management, Inc.

Stephanie Acosta is a financial advisor at Dominion Portfolio Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Dominion Portfolio Management since 2020. In addition to her advisory role, she is a licensed insurance agent and has been involved in mortgage lending activities serving clients who have difficulty obtaining conventional loans. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, charting, and economic analysis. The firm offers both discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with tailored investment strategies based on clients’ goals, time horizons, and risk tolerances.

Annuities
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James H

Series 63, Series 66

Jasper, TX

Dominion Portfolio Management, Inc.

James Hughes Jr. is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Dominion Portfolio Management since 2017. In addition to his advisory role, Hughes is the owner and operator of Texas Financial Center, where he has been involved in life and health insurance sales since 1997, and he is also a minority owner of Timberlake Insurance Group, which specializes in property and casualty insurance. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary account management focused primarily on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and emphasizes ongoing monitoring and account aggregation as part of its investment process.

Annuities
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