DOMINION CAPITAL WEALTH ADVISORS

Overview

Dominion Capital Wealth Advisors is a privately owned limited liability advisory focused on serving both individual and institutional clients. The firm emphasizes fee-based relationships that combine percentage-of-AUM billing with hourly and fixed-fee engagements. Its stated advisory capabilities cover financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, pension consulting services, and selection of other advisers. Dominion Capital acts as a capital allocator, sourcing third-party alternative managers as part of client portfolios, and maintains an affiliation with a broker-dealer. Portfolio construction shows a clear tilt toward fixed income: the firm’s largest allocation sits in U.S. government bonds, and fixed-income solutions are a principal preference. Dominion Capital is not positioned as an active ESG investor and does not register as a multi-state adviser, suggesting a regional or single-state regulatory footprint despite operating more than one office.

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Investments & Alternatives

Location & Offices