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| Keyboard |
| Dominion Portfolio Management Inc
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|---|---|
| CRD # | 106918 |
| SEC # | 801-115280 |
| CIK # | |
| AUM | 277.1 M (2026-06-02) |
| Employees | 18 (100% Investors, 100% Brokers) |
| Phone | 813-264-0440 |
| Address | 809 12th Street Marble Falls, TX 78654 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 756 | 187.5 |
| (b) Individuals (high net worth individuals) | 26 | 89.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 782 | 277.1 |
| By Discretionary | ||
| Discretionary | 782 | 277.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 782 | 277.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.1 | |
| Total | 782 | 277.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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International Money Matters Private Limited
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|
Citadel Investment Advisory Inc
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|
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|
Harbor Island Capital LLC
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|
Wilmington Capital Securities LLC
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|
Simplifi Inc
✚
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CA | 276.1 M |
|
RIA Services LLC
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WI | 276.1 M |
|
Strauss Wealth Advising Inc
✚
|
AL | 276.0 M |
|
Tradewell Securities LLC
✚
|
IN | 275.8 M |