Dominion Portfolio Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities32%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2
Randall Ciccati
Chief Executive OfficerCRD 1569353

Saad Rahmouni Idrissi
SVP, Chief Compliance OfficerCRD 4071743
Contacts
3 of 20
Thomas Brister
Financial ProfessionalCRD 30834

James Hughes
OwnerCRD 2964182
William Hester
Financial ProfessionalCRD 1992112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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