Dominion Capital Management, LLC

Overview

Dominion Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; the firm reports that it is not an SEC-designated multi-state adviser and is not registered as a pension consultant. Dominion operates as a capital allocator, arranging allocations to third-party managers in addition to managing client portfolios directly. Fees are assessed as a percentage of assets under management and via fixed-fee engagements. The firm does not identify as an active ESG investor and lists professional affiliations with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives