Dominion Portfolio Management, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$277M
Discretionary
$277M
100% of AUM
Avg account
$354K
Accounts
782
Employees
18
Advisory reps
22

Firm details

Headquarters
Tampa, Florida
CRD number
106918
Registered since
May 13, 2019
Custodians
HILLTOP SECURITIES INC., FRANKLIN DISTRIBUTORS, LLC
Fee structure
Percentage of AUM
Client types
  • Individuals67.65%
  • HNWI32.35%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Dominion Portfolio Management, Inc. is an SEC-registered corporate adviser (registered in 2019) that operates as a non-independent retail RIA serving individuals and families. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management. Dominion reports no active ESG investing program, does not identify as a multi-state adviser, and is not structured as a capital allocator. Industry affiliations listed on its filings include broker-dealer relationships, other investment adviser ties, and accounting connections.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 32%, Cash & Cash Equivalents 2%, US Government Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Randall Ciccati

    Randall Ciccati

    Chief Executive OfficerCRD 1569353

  • Saad Rahmouni Idrissi

    Saad Rahmouni Idrissi

    SVP, Chief Compliance OfficerCRD 4071743

Contacts

3 of 20
  • Thomas Brister

    Thomas Brister

    Financial ProfessionalCRD 30834

  • James Hughes

    James Hughes

    OwnerCRD 2964182

  • William Hester

    William Hester

    Financial ProfessionalCRD 1992112

Unlock 17 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
2701 N Rocky Point Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth