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- Custodian
- Charles Schwab & Company · First Clearing · Prudential
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 06-24-2015
- Office Locations
- 1
Office Locations
About Dominion Capital Wealth Advisors
Dominion Capital Wealth Advisors is a Norfolk, VA-based RIA providing financial planning and portfolio management for individuals and families, including retirement, tax and estate planning, and education/529 strategies. Portfolios commonly use ETFs, mutual funds, and fixed income with an asset-allocation and risk-management approach, and may incorporate alternatives where appropriate. Custody includes Charles Schwab & Co.
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Owner & Executives
WILLIAM TERRIAL ROACH JR
Chief Executive Officer, PRINCIPAL
- CRD
- #4414814
- Ownership
- 75% or more
JENNIFER LEE NELSON
Chief Compliance Officer, PRINCIPAL
- CRD
- #5361875
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,802,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,802,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,802,000
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $967,279,611 | 26.3% |
| Equity - Exchange | $650,982,856 | 17.7% |
| Public Funds | $261,128,716 | 7.1% |
| Cash | $724,540,241 | 19.7% |
| Municipal Bonds | $1,073,937,821 | 29.2% |
| Total | $3,677,869,245 | 100.0% |