Domestique Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$164K
Accounts
623
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
283046
Registered since
March 23, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals51.1%
  • HNWI48.38%
  • Pension & Profit Sharing Plans0.52%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Domestique Capital LLC is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses and lists accounting among its business activities, indicating an integrated tax and planning perspective alongside investment oversight. Domestique favors liquid, equity-focused strategies: its filings show a clear preference for exchange-traded equities and separately managed account (SMA) structures rather than broad allocations to private or third‑party alternative fund managers. Fee arrangements mix percentage-of-AUM billing with fixed-fee engagements, allowing flexibility for clients who want ongoing portfolio management or project-based planning. The adviser does not present itself as an active ESG investor and does not identify as a multi-state advisory network; it is owner-operated and classified as an independent RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Non-Exchange Traded Equities 17%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%75%
  • Exchange Traded Equities75%
  • Non-Exchange Traded Equities17%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

2 of 2
  • Kimberly Gonzalez

    Kimberly Gonzalez

    Investment Advisor RepresentativeCRD 5742147

  • Damon Gonzalez

    Damon Gonzalez

    Financial PlannerCRD 4274704

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth