DOMINION CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$234K
Accounts
6
Employees
2
Advisory reps
1

Firm details

Headquarters
CLINTON, Oklahoma
CRD number
287620
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dominion Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges both a percentage of assets under management and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator but does not describe itself as an active ESG investor. Dominion reports relationships with industry professionals such as accountants and an insurance company, and it uses third‑party managers as part of its investment approach. The adviser is not presented as a multi‑state or newly formed firm.

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: Cash & Cash Equivalents 44%, Exchange Traded Equities 42%, Public Funds/Mutual Funds 14%44%
  • Cash & Cash Equivalents44%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds14%

Contacts

1 of 1
  • MITCHELL MCABEE

    OwnerCRD 2212765

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLINTON, OK

CUSTER

Location

CLINTON, OK

Headquartered in CLINTON, OK, in the South of the United States.

Region
South
County
CUSTER
Address
1000 Frisco Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth