CRD: 287620
Dominion Capital Management, LLC
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2017
- Office Locations
- 1
Office Locations
1000 Frisco AVE Clinton OK
About Dominion Capital Management, LLC
Dominion Capital Management is an Oklahoma City-based RIA providing retirement planning, wealth management, and estate strategy for retirees/pre-retirees, working professionals, and small business owners. The team emphasizes portfolio construction and risk management with ongoing plan updates through market and life changes, and custody includes Interactive Brokers.
Team overview
51 AVG AGE
$1.4M AVG AUM / ADVISOR
$234.4K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
MITCHELL PAUL MCABEE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2212765
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,406,696 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,406,696 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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