DP GROW LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.3M

Discretionary

$2.3M

100% of AUM

Avg account

$167K

Accounts

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 308412
Registered since: May 4, 2020
Website: dominionpayroll.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DP Grow LLC is a small, independent registered investment adviser that combines advisory services with insurance brokerage. The firm focuses on financial planning and portfolio management for individuals, families and small institutions, and it also offers selection-of-other-advisers and educational workshops. DP Grow LLC reports operating as a capital allocator, suggesting a model that places client assets into third-party funds and pooled products rather than running large in-house SMA programs. The firm reports a straightforward fee model that mixes percentage-of-AUM billing with fixed fees. It is not an active ESG investor and is not structured as a multi-state adviser. Services highlighted in regulatory filings include portfolio management for individuals, small businesses and institutions, financial planning, and pension consulting support, alongside insurance brokerage work.