Dominion Capital Wealth Advisors
Firm details
- Headquarters
- Norfolk, Virginia
- CRD number
- 174030
- Website
- www.dcpwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.35%
- Individuals29.45%
- Corporations / Businesses15.51%
- Other0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dominion Capital Wealth Advisors is a Virginia-based limited liability company that provides fee-based wealth management and planning to individuals, families and institutional clients. The firm acts as a capital allocator, sourcing and placing client capital with third‑party managers across a range of strategies. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Compensation is flexible: the firm charges a percentage of assets under management and can also invoice on an hourly or fixed‑fee basis. Dominion notes an industry affiliation with a broker‑dealer.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds54%
- Exchange Traded Equities31%
- Public Funds/Mutual Funds7%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Jennifer Nelson
Associate Wealth AdvisorCRD 5361875

William Roach
Adviser & PartnerCRD 4414814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norfolk, VA
Norfolk City
Location
Norfolk, VA
Headquartered in Norfolk, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Norfolk City
- Address
- 309 W Bute St
- Time zone
- ET (UTC-5)
- Office locations
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