Dominion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dominion Wealth Management is a supported advisory firm managing approximately $59.97 million for about 144 clients through three advisors. It provides discretionary investment management exclusively on a wrap‑fee basis, offering portfolio evaluation, strategic asset allocation, security selection, ongoing monitoring, and basic financial planning services included in its asset‑based fee.
The firm’s investment process uses quantitative and computer‑based methods (including optimization and risk/return modeling), supplemented by third‑party research and software, and may allocate client assets to vetted third‑party money managers. Portfolios can include mutual funds, ETFs, individual equities, fixed income, REITs, private placements, options (e.g., covered calls), and, in limited instances, leverage; accounts are reviewed at least annually or more frequently for material changes.
Distinctive features disclosed in the brochure include operating solely as a wrap fee program sponsor and requiring clients’ custodial arrangements with a national custodian (and participation in that custodian’s institutional programs), an ownership relationship with local accounting firms, and advisory personnel who are licensed insurance agents—each noted as potential conflicts of interest the firm discloses while stating clients are not required to use affiliated services. The brochure also explains that Dominion Wealth bills for and passes through any third‑party manager fees in addition to its wrap fee, which can produce layered costs compared with separate, non‑wrap arrangements.
Client services
Expertise
Fee options
$0 - $250,000: 1.39% $250,001 - $500,000: 1.29% $500,001 - $1,000,000: 1.19% $1,000,001 - $2,500,000: 1.09% $2,500,001+: 1.00%
Main office
4014 Oleander Dr., Suite 103
Wilmington NC 28403
Advisors at this office
3
Most active in
North Carolina · South Carolina
Also doing business as
Dominion Wealth Management, LLC · Ga Consulting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Steven G
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Steven Goodman is a financial advisor at Dominion Wealth Management, LLC in Wilmington, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at CoreCap Advisors, Dempsey Lord Smith, and Alphastar Capital Management, among others. Dominion Wealth Management is a supported advisory firm managing approximately $60 million for around 144 clients through three advisors. The firm provides discretionary investment management on a wrap-fee basis, utilizing quantitative methods and third-party research to guide portfolio construction and ongoing monitoring.
Gregory A
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Gregory Adams is a financial advisor at Dominion Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Dominion since 2021, previously affiliated with Avantax Advisory Services and 1 St Global Advisors. Outside of advisory work, Adams is a shareholder in Thompson, Price, Scott, Adams & Co., a CPA firm where he has been involved since 1994. Dominion Wealth Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and corporations. The firm employs a quantitative investment approach with strategic asset allocation and ongoing monitoring, managing approximately $55 million in assets for 124 clients.
Alan T
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Alan Thompson is a financial advisor at Dominion Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax and 1st Global Advisors. Outside of his advisory role, Thompson is involved in several business activities, including serving as managing member of a CPA firm, president of a medical billing service, and leading a valuation company. Dominion Wealth Management is a supported advisory firm managing approximately $60 million for about 144 clients. The firm offers discretionary investment management on a wrap-fee basis, employing quantitative methods and third-party research to construct diversified portfolios that are reviewed regularly.
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