Domo Capital Management, LLC
RIAState Registered
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$181K
Accounts
138
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144894
- Website
- www.domocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.37%
- Individuals42.79%
- Charitable Organizations0.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Domo Capital Management, LLC is a privately held investment adviser organized as an LLC that manages portfolios for both individuals/families and institutional/business clients. The firm bills on a percentage-of-assets-under-management basis and provides discretionary portfolio management services for individuals, small businesses and for business or institutional portfolios. Public disclosures indicate the adviser does not characterize itself as an active ESG investor and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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