$102.4M Total AUM
$102.4M Disc. AUM
-- 3Y CAGR
2 Employees
293 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2016
- Office Locations
- 1
Office Locations
-- Larue TX
About Domestique Capital LLC
Domestique Capital LLC is a Texas-based RIA providing portfolio management and financial planning, including estate and tax planning. The firm builds primarily ETF-based portfolios with an active, risk-managed asset-allocation approach and publishes market commentary (including perspectives on international vs. U.S. equity leadership and crypto sentiment). Custodied with Charles Schwab.
Team overview
-- AVG AGE
$51.2M AVG AUM / ADVISOR
$349.4K AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DAMON CLIFFE GONZALEZ
Chief Compliance Officer, Financial Planner, President
- CRD
- #4274704
- Ownership
- 75% or more
Available
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K
KIMBERLY TERRI GONZALEZ
Certified Financial Planner
- CRD
- #5742147
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,362,447 | $164,306 |
| Non-Discretionary | $0 | -- |
| Total | $102,362,447 | $164,306 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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